FIDUCIARY TRUST INTERNATIONAL, LLC

55 Old Bedford Rd
Suite 302
Lincoln, Massachusetts 01773
Tel: 781-274-9300

About FIDUCIARY TRUST INTERNATIONAL, LLC

FIDUCIARY TRUST INTERNATIONAL, LLC, formally registered with the SEC as FIDUCIARY TRUST INTERNATIONAL, LLC. The firm was established in 04/17/2003. They have over 4 offices throughout the country.

FIDUCIARY TRUST INTERNATIONAL, LLC is a Lincoln, Massachusetts based Financial Planning firm with nearly $6,324,878,192 assets under management, offering retirement planning & investment advisory services to 469 clients. The firm is staffed with 50 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	124062
SEC#	801-62001
Assets Managed by Firm	$6,324,878,192
No. of Clients	469
No. of Advisors	50

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	469	$6,324,878,192
High net worth individuals	59	$4,704,059,853

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