|
⚲
|
| Fiduciary Wealth Partners LLC
✚
|
|
|---|---|
| CRD # | 160696 |
| SEC # | 801-73067 |
| CIK # | 0001666504 |
| AUM | $1.3 BB (2023-03-31) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 617-602-1900 |
| Address | 177 Huntington Avenue Boston, MA 02115 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 109 | 1,262.8 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 461 | 1,262.8 |
| By Discretionary | ||
| Discretionary | 205 | 1,035.5 |
| Non-Discretionary | 256 | 227.3 |
| Total | 461 | 1,262.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,262.8 | |
| Total | 461 | 1,262.8 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001666504] |
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