|
⚲
|
| Fiduciary Advisors Inc
✚
| |
|---|---|
| CRD # | 108239 |
| SEC # | 801-57763 |
| CIK # | |
| AUM | $1.5 BB (2024-03-11) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 314-726-5150 |
| Address | 12813 Flushing Meadows Dr St Louis, MO 63131 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 18.6 |
| (b) Individuals (high net worth individuals) | 49 | 126.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 30 | 1,334.8 |
| (h) Charitable organizations | 3 | 6.6 |
| (i) State or municipal government entities | 3 | 54.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 368 | 1,541.5 |
| By Discretionary | ||
| Discretionary | 293 | 1,463.2 |
| Non-Discretionary | 75 | 78.3 |
| Total | 368 | 1,541.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,541.5 | |
| Total | 368 | 1,541.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cooper Financial Group
✚
|
CA | 1.6 |
|
Smith Anglin Financial LLC
✚
|
TX | 1.6 |
|
Verus Capital Partners LLC
✚
|
AZ | 1.6 |
|
Magnus Financial Group LLC
✚
|
NY | 1.6 |
|
Strategiq Financial Group LLC
✚
|
IN | 1.6 |
|
Pinnacle Pension Consultants LLC
✚
|
MA | 1.5 |
|
Physician Wealth Advisors Inc
✚
|
UT | 1.5 |
|
Quest Investment Management LLC
✚
|
OR | 1.5 |
|
AXIA Advisory Corp
✚
|
IN | 1.5 |
|
Hub Investment Advisors Inc
✚
|
NE | 1.5 |