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THE FIDUCIARY ALLIANCE
GREENVILLE, SC
864-385-7999
SEC #801-108283Total AUM
$2.5B
Employees
76Clients
8,965Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
135 S MAIN ST
SUITE 600
GREENVILLE
SC 29601
United States
SUITE 600
GREENVILLE
SC 29601
United States
Operating Hours
9AM - 4PM
Monday - Friday
Monday - Friday
Phone
864-385-7999
Other Offices
24
Financials
Total AUM
$2.5B
Accounts
9,155Discretionary
$2.5B
Accounts
8,921Non-Discretionary
$45.4M
Accounts
234
Clients
Individual Clients
6,356AUM
$1.2B
HNW Individual Clients
2,388AUM
$1.1B
Pension/Profit Sharing Plan Clients
12AUM
$11.4M
Charitable Organization Clients
9AUM
$9.9M
Investment Advisor Clients
1AUM
$83.1M
Corporation or Business Clients
168AUM
$66.3M
Other Clients
31AUM
$5.4M
Description of Other Clients
TRUSTS
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSNCNDNENHNJNMNYOHOKORPASCSDTNTXVAWAWIWV
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.