|
⚲
|
| Fiduciary Benefits Group
✚
|
|
|---|---|
| CRD # | 326204 |
| SEC # | 801-127947 |
| CIK # | |
| AUM | $843.4 M (2025-03-14) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 844-967-8491 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 59 | 13.6 |
| (b) Individuals (high net worth individuals) | 85 | 100.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 117 | 726.1 |
| (h) Charitable organizations | 0 | 3.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 347 | 843.4 |
| By Discretionary | ||
| Discretionary | 233 | 585.4 |
| Non-Discretionary | 114 | 258.1 |
| Total | 347 | 843.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 843.4 | |
| Total | 347 | 843.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lafayette Investments Inc
✚
|
MD | 0.8 |
|
Lantz Financial LLC
✚
|
IL | 0.8 |
|
NS Management Ltd
✚
|
0.8 | |
|
Walter & Keenan Wealth Management LLC
✚
|
IN | 0.8 |
|
Integrity Fixed Income Management LLC
✚
|
FL | 0.8 |
|
Alley Investment Management Company LLC
✚
|
IL | 0.8 |
|
Donald L Hagan LLC
✚
|
FL | 0.8 |
|
BRIO Consultants LLC
✚
|
CA | 0.8 |
|
Wahed Invest LLC
✚
|
NY | 0.8 |
|
SMI Advisory Services LLC
✚
|
IN | 0.8 |