FIDUCIARY INVESTMENT TRUSTS, LLC
Total AUM
$2M
Employees
17Clients
57Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6201 COLLEGE BLVD.
SUITE #150
OVERLAND PARK
KS 66211
United States
SUITE #150
OVERLAND PARK
KS 66211
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
(800) 493-6226
Other Offices
4
Financials
Total AUM
$2M
Accounts
53Discretionary
$2M
Accounts
53Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
53AUM
$2M
Pooled Vehicle Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
3AUM
$0
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
MONTHLY SUBSCRIPTION FEE FOR FINANCIAL PLANNING
Compliance
Disclosures
None reported
State Registrations
COKSMANHORPRTX
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.