Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > michigan > grand rapids > FIDUCIARY FINANCIAL ADVISORS
FIDUCIARY FINANCIAL ADVISORS
124 Fulton St. East
Suite 200
Grand Rapids, Michigan 49503
Tel: 6166223062
About FIDUCIARY FINANCIAL ADVISORS
FIDUCIARY FINANCIAL ADVISORS, formally registered with the SEC as FIDUCIARY FINANCIAL ADVISORS. The firm was established in 03/26/2021. They have over 9 offices throughout the country.
FIDUCIARY FINANCIAL ADVISORS is a Grand Rapids, Michigan based Financial Planning firm with nearly $555,420,848 assets under management, offering retirement planning & investment advisory services to 1294 clients. The firm is staffed with 27 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 172103 |
| SEC# | 801-120619 |
| Assets Managed by Firm | $555,420,848 |
| No. of Clients | 1294 |
| No. of Advisors | 27 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (CORPORATE EMPLOYEE EDUCATION SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1294 | $555,420,848 |
| Individuals (other than high net worth individuals) | 853 | $122,630,000 |
| High net worth individuals | 415 | $412,740,048 |
| Pension and profit sharing plans | 15 | $10,050,800 |
| Charitable organizations | 6 | $5,800,000 |
| Corporations or other businesses | 5 | $4,200,000 |
More Retirement Planning firms in Grand Rapids, Michigan:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
| $20,526,058,796 | 17010 | 134 | |
| $20,209,044,347 | 85 | 74 | |
| $15,029,547,343 | 412 | 15 | |
| $11,989,880,000 | 105 | 31 |
Explore More Retirement Advisors in Grand Rapids, Michigan