1250 E. Diehl Road
Suite 404
Naperville, Illinois 60563
Tel: 630-780-1534
FIDUCIARY FINANCIAL PARTNERS, LLC, formally registered with the SEC as FIDUCIARY FINANCIAL PARTNERS, LLC. The firm was established in 07/05/2013. They have over 1 offices throughout the country.
FIDUCIARY FINANCIAL PARTNERS, LLC is a Naperville, Illinois based Financial Planning firm with nearly $164,648,427 assets under management, offering retirement planning & investment advisory services to 711 clients. The firm is staffed with 7 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 156389 |
SEC# | 801-78241 |
Assets Managed by Firm | $164,648,427 |
No. of Clients | 711 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 711 | $164,648,427 |
Individuals (other than high net worth individuals) | 66 | $23,407,462 |
High net worth individuals | 91 | $122,887,688 |
Pension and profit sharing plans | 12 | $17,601,270 |
Charitable organizations | 1 | $210,375 |
Corporations or other businesses | 1 | $541,632 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$902,656,985,580 | 41219 | 726 | |
$400,637,542,107 | 425 | 193 | |
$346,833,814,021 | 1713518 | 479 | |
$248,648,334,766 | 70634 | 421 | |
$209,018,543,172 | 551 | 271 |
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