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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Fiduciary First LLC
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|---|---|
| CRD # | 150330 |
| SEC # | 801-72234 |
| CIK # | |
| AUM | $5.2 B (2025-03-27) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 407-740-6111 |
| Address | 1060 Maitland Center Commons Maitland, FL 32751 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 32 | 5.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 87 | 5.2 |
| By Discretionary | ||
| Discretionary | 68 | 3.9 |
| Non-Discretionary | 19 | 1.3 |
| Total | 87 | 5.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.2 | |
| Total | 87 | 5.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Complus Asset Management UK Limited
✚
|
5.4 | |
|
20 Gates Management LLC
✚
|
NY | 5.3 |
|
Morgan Stanley Eaton Vance CLO Manager LLC
✚
|
NY | 5.2 |
|
Allianz Capital Partners of America LLC
✚
|
NY | 5.2 |
|
Boston Trust Walden Inc
✚
|
MA | 5.1 |
|
Bivium Capital Partners LLC
✚
|
CA | 5.1 |
|
Oneamerica Investment Advisory Services LLC
✚
|
CT | 5.1 |
|
Kotak Mahindra Asset Management Singapore PTE Ltd
✚
|
5.1 | |
|
Metropolis Capital Limited
✚
|
5.0 | |
|
Precept Advisory Group LLC
✚
|
CA | 5.0 |