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| Fiduciary Financial Partners LLC
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|---|---|
| CRD # | 156389 |
| SEC # | 801-78241 |
| CIK # | 0001652514 |
| AUM | $208.5 MM (2024-03-13) |
| Employees | 7 (71% Investors, 14% Brokers) |
| Phone | 630-780-1534 |
| Address | 1250 E Diehl Road Naperville, IL 60563 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 93 | 26.2 |
| (b) Individuals (high net worth individuals) | 98 | 167.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 13.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 796 | 208.5 |
| By Discretionary | ||
| Discretionary | 762 | 194.4 |
| Non-Discretionary | 34 | 14.1 |
| Total | 796 | 208.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 208.2 | |
| Total | 796 | 208.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Northbridge Financial Group LLC
✚
|
FL | 0.2 |
|
Sundvold Capital Management LLC
✚
|
MO | 0.2 |
|
Garrison Murphy Wealth Management LLC
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|
NY | 0.2 |
|
TFP Management LLC
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|
IA | 0.2 |
|
Cushing Capital Partners LLC
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|
WI | 0.2 |
|
Anchor Bay Capital Inc
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|
CA | 0.2 |
|
Macro Advisors Inc
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|
PA | 0.2 |
|
Morse Capital Partners LLC
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|
VA | 0.2 |
|
Martin Nelson & Co Inc
✚
|
WA | 0.2 |
|
E A Horwitz LLC
✚
|
IL | 0.2 |