Fiduciary Investment Advisors LLC

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Assets, Funds, Holdings

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Fiduciary Investment Advisors LLC
CRD #140675
SEC #801-66762
CIK #0002047030
AUM
Employees 60 (100% Investors, 0% Brokers)
Phone866-466-9412
Address100 Northfield Drive
Windsor, CT 06095
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($B)
5.04.03.02.01.00.02005201120182025
Sector Form 13F Holdings Value ($M)
Bank of America Corp /DE/ 1.1
US Bancorp de 0.8
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
14011284562802023202420252027
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 145 0.7
(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 7 2.9
(h) Charitable organizations 57 0.7
(i) State or municipal government entities 8 0.1
(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 7 0.6
(n) Other 0 0.0
Total 224 5.0
By Discretionary
Discretionary 196 2.2
Non-Discretionary 28 2.8
Total 224 5.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 5.0
Total 224 5.0
EDGAR Form CIK 2011 - 2026
13F-HR [0002047030]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail
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