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⚲
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| Fiducient Advisors LLC
✚
| |
|---|---|
| CRD # | 106720 |
| SEC # | 801-48820 |
| CIK # | 0001729866 |
| AUM | $55.9 BB (2024-06-10) |
| Employees | 218 (38% Investors, 0% Brokers) |
| Phone | 312-853-1000 |
| Address | 500 W Madison Street Chicago, IL 60661-4593 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AON | 56,421.9 | 109.3 | |
| UBER | 43,357.6 | 10.4 | |
| NVDA | 399,550.0 | 10.2 | |
| AAPL | 2,382,844.0 | 4.9 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 200 | 0.1 |
| (b) Individuals (high net worth individuals) | 432 | 20.5 |
| (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 | 131 | 22.4 |
| (h) Charitable organizations | 325 | 12.8 |
| (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 | 6 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,094 | 55.9 |
| By Discretionary | ||
| Discretionary | 758 | 26.7 |
| Non-Discretionary | 336 | 29.2 |
| Total | 1,094 | 55.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 55.9 | |
| Total | 1,094 | 55.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001729866] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wealth Enhancement Advisory Services LLC
✚
|
MN | 72.0 |
|
Rathbones Investment Management Limited
✚
|
63.6 | |
|
Truist Advisory Services Inc
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|
GA | 61.4 |
|
Invesco Asset Management Japan Limited
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|
56.5 | |
|
Goldman Sachs Asset Management Co Ltd
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|
55.8 | |
|
Mawer Investment Management Ltd
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|
49.6 | |
|
Mercer Global Advisors Inc
✚
|
CO | 45.4 |
|
Avantax Advisory Services Inc
✚
|
TX | 41.7 |
|
Citigroup Global Markets Inc
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|
NY | 40.5 |
|
Securities America Advisors Inc
✚
|
NE | 40.4 |