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FIDUCIARY ADVISORS, LLC

6975 Union Park Ave
Suite 644
Cottonwood Heights, Utah 84047
Tel: (267) 534-2490

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About FIDUCIARY ADVISORS, LLC

FIDUCIARY ADVISORS, LLC, formally registered with the SEC as FIDUCIARY ADVISORS, LLC. The firm was established in 01/03/2012. They have over 1 offices throughout the country.

FIDUCIARY ADVISORS, LLC is a Cottonwood Heights, Utah based Financial Planning firm with nearly $402,710,963 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#104189
SEC#801-72971
Assets Managed by Firm$402,710,963
No. of Clients9
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (% OF ASSETS UNDER ANOTHER ADVISER'S MANAGEMENT)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total9$402,710,963
Pension and profit sharing plans9$402,710,963

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WASATCH ADVISORS LP
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TOWNSQUARE CAPITAL, LLC
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SOLTIS INVESTMENT ADVISORS, LLC
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SEPIO CAPITAL, LP
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$6,672,033,386196324

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