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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 $14,936,427,714 assets under management, offering retirement planning & investment advisory services to 769 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 | $14,936,427,714 |
| No. of Clients | 769 |
| No. of Advisors | 26 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 769 | $14,936,427,714 |
| Individuals (other than high net worth individuals) | 292 | $941,032,264 |
| High net worth individuals | 241 | $1,302,988,026 |
| Pension and profit sharing plans | 51 | $1,398,562,513 |
| Charitable organizations | 108 | $943,372,933 |
| Corporations or other businesses | 41 | $234,783,901 |
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