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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