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| Fiducient Advisors LLC
✚
|
|
|---|---|
| CRD # | 106720 |
| SEC # | 801-48820 |
| CIK # | 0001729866 |
| AUM | $40.0 BB (2023-03-29) |
| Employees | 215 (45% Investors, 0% Brokers) |
| Phone | 312-853-1000 |
| Address | 500 W Madison Street Chicago, IL 60661-4593 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| UBER | 43,357.6 | 4.5 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 221 | 0.1 |
| (b) Individuals (high net worth individuals) | 417 | 16.4 |
| (c) Banking or thrift institutions | 1 | 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 | 108 | 12.6 |
| (h) Charitable organizations | 309 | 10.8 |
| (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 | 5 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,061 | 40.0 |
| By Discretionary | ||
| Discretionary | 662 | 16.5 |
| Non-Discretionary | 399 | 23.5 |
| Total | 1,061 | 40.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 40.0 | |
| Total | 1,061 | 40.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001729866] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cetera Advisor Networks LLC
✚
|
CA | 46.7 |
|
Mawer Investment Management Ltd
✚
|
46.1 | |
|
Securities America Advisors Inc
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|
NE | 38.2 |
|
Voya Investment Management LLC
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|
GA | 36.5 |
|
Goldman Sachs Asset Management Co Ltd
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|
35.6 | |
|
Mercer Global Advisors Inc
✚
|
CO | 35.1 |
|
Citigroup Global Markets Inc
✚
|
NY | 34.9 |
|
Cetera Investment Advisers LLC
✚
|
IL | 33.4 |
|
Lincoln Financial Advisors Corporation
✚
|
IN | 32.6 |
|
Chevy Chase Trust Company
✚
|
MD | 32.0 |