The Fiduciary Group LLC

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CAFR Data
The Fiduciary Group LLC
CRD #221530
SEC #801-96251
CIK #
AUM $898.2 MM (98% Disc, 100% US)
Employees13 (62% Investors, 0% Brokers)
Phone912-303-9000
Address310 Commercial Drive
Savannah, GA 34106-3682
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
90072054036018002011201420172020
Sector Holding Cap ($MM) Value ($MM)
BSV49.2
IGSB23.2
VOO16.7
VEA12.5
AAPL843,560.012.4
VXF11.4
MSFT865,660.011.1
JNJ369,000.010.8
XOM337,850.09.7
GOOG817,370.09.2
View All
Holdings by Sector ($)
3.32.62.01.30.70.02014201620182020
Comparable Firms State AUM ($BB)
Counterpoint Capital LLC
NY 0.9
Phillips Financial Management LLC
IN 0.9
Prudential Securities Incorporated
NY 0.9
Maybry McShane Family Offices LLC
NC 0.9
The Longchamp Group Inc
NY 0.9
Horter Investment Management LLC
OH 0.9
Champion Capital Research Inc
TX 0.9
Liberty Wealth Management LLC
CA 0.9
Syntrinsic Investment Counsel LLC
CO 0.9
CWS Financial Advisors LLC
MI 0.9
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