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Home > Retirement Planners > illinois > naperville > FIDUCIARY FINANCIAL PARTNERS, LLC
FIDUCIARY FINANCIAL PARTNERS, LLC
1250 E. Diehl Road
Suite 404
Naperville, Illinois 60563
Tel: 630-780-1534
About FIDUCIARY FINANCIAL PARTNERS, LLC
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 $247,667,668 assets under management, offering retirement planning & investment advisory services to 786 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 156389 |
| SEC# | 801-78241 |
| Assets Managed by Firm | $247,667,668 |
| No. of Clients | 786 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 786 | $247,667,668 |
| Individuals (other than high net worth individuals) | 91 | $31,195,457 |
| High net worth individuals | 102 | $205,050,241 |
| Pension and profit sharing plans | 5 | $10,314,888 |
| Corporations or other businesses | 5 | $1,107,082 |
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|---|---|---|---|
| $1,016,556,943,580 | 41105 | 674 | |
| $545,530,164,135 | 401 | 220 | |
| $426,071,864,566 | 1821809 | 415 | |
| $248,044,764,038 | 37 | 1857 | |
| $239,614,971,441 | 59703 | 397 |
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