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Fiduciary Alliance LLC
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CRD # | 284924 |
SEC # | 801-108283 |
CIK # | 0001954805 |
AUM | $1.2 BB (2024-08-28) |
Employees | 42 (67% Investors, 7% Brokers) |
Phone | 864-385-7999 |
Address | 511 Rhett Street, Suite 2A Greenville, SC 29601 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
MSFT | 1,918,222.4 | 37.9 | |
AAPL | 2,382,844.0 | 35.3 | |
JPM | 340,169.2 | 21.3 | |
COP | 123,162.3 | 18.6 | |
NVDA | 399,550.0 | 15.1 | |
AMZN | 1,092,997.8 | 15.1 | |
HD | 277,648.0 | 11.6 | |
MDLZ | 85,415.8 | 10.6 | |
ETN | 51,598.7 | 9.6 | |
CVX | 294,604.1 | 9.6 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,352 | 256.0 |
(b) Individuals (high net worth individuals) | 443 | 469.2 |
(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 | 0 | 0.1 |
(h) Charitable organizations | 0 | 1.2 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 60.7 |
(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 | 496 | 439.7 |
(n) Other | 0 | 1.1 |
Total | 16,591 | 1,228.0 |
By Discretionary | ||
Discretionary | 5,117 | 788.2 |
Non-Discretionary | 11,474 | 439.8 |
Total | 16,591 | 1,228.0 |
By Non-United States Persons | ||
Non-United States Persons | 1.3 | |
United States Persons | 1,226.6 | |
Total | 16,591 | 1,228.0 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001954805] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Godsey & GIBB Inc
✚
|
VA | 1.3 |
Mediqus Asset Advisors Inc
✚
|
IL | 1.3 |
American Investment Services Inc
✚
|
MA | 1.2 |
Clarity Financial LLC
✚
|
TX | 1.2 |
Clearwater Capital Advisors LLC
✚
|
IL | 1.2 |
Liberty Wealth Management LLC
✚
|
CA | 1.2 |
Wingate Wealth Advisors Inc
✚
|
MA | 1.2 |
Twelve Points Wealth Management LLC
✚
|
MA | 1.2 |
Palisade Asset Management LLC
✚
|
MN | 1.2 |
Moloney Securities Asset Management LLC
✚
|
MO | 1.2 |