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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Fiduciary Financial Partners LLC
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| CRD # | 156389 |
| SEC # | 801-78241 |
| CIK # | 0001652514 |
| AUM | $247.7 M (2025-02-24) |
| Employees | 6 (83% Investors, 17% Brokers) |
| Phone | 630-780-1534 |
| Address | 1250 E Diehl Road Naperville, IL 60563 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 91 | 31.2 |
| (b) Individuals (high net worth individuals) | 102 | 205.1 |
| (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 | 5 | 10.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 5 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 786 | 247.7 |
| By Discretionary | ||
| Discretionary | 740 | 227.0 |
| Non-Discretionary | 46 | 20.7 |
| Total | 786 | 247.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 247.4 | |
| Total | 786 | 247.7 |
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0.2 | |
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Austin Money Management Corporation
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TX | 0.2 |
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Coombe Bender & Company LLC
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