Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > wisconsin > milwaukee > FIDUCIARY MANAGEMENT, INC.
FIDUCIARY MANAGEMENT, INC.
790 N. Water Street
Suite 2100
Milwaukee, Wisconsin 53202
Tel: 414-226-4545
About FIDUCIARY MANAGEMENT, INC.
FIDUCIARY MANAGEMENT, INC, formally registered with the SEC as FIDUCIARY MANAGEMENT, INC. The firm was established in 04/18/1980. They have over 1 offices throughout the country.
FIDUCIARY MANAGEMENT, INC. is a Milwaukee, Wisconsin based Financial Planning firm with nearly $13,213,149,862 assets under management, offering retirement planning & investment advisory services to 831 clients. The firm is staffed with 26 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 109149 |
| SEC# | 801-15164 |
| Assets Managed by Firm | $13,213,149,862 |
| No. of Clients | 831 |
| No. of Advisors | 26 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 831 | $13,213,149,862 |
| Individuals (other than high net worth individuals) | 306 | $994,676,921 |
| High net worth individuals | 261 | $1,135,719,396 |
| Pension and profit sharing plans | 61 | $1,639,781,805 |
| Charitable organizations | 119 | $888,040,871 |
| Corporations or other businesses | 46 | $200,610,649 |
More Retirement Planning firms in Milwaukee, Wisconsin:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797 | $262,082,656,098 | 19 | 209 |
| $247,790,348,025 | 316065 | 4071 | |
| $128,675,520,784 | 272 | 483 | |
| $32,032,395,000 | 361 | 62 | |
| $25,569,711,808 | 27 | 12 |
Explore More Retirement Advisors in Milwaukee, Wisconsin