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FIDUCIARY FINANCIAL ADVISORS
GRAND RAPIDS, MI
616-622-3062
SEC #801-120619Total AUM
$1.3B
Employees
50Clients
2,183Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
124 FULTON ST. EAST
SUITE 200
GRAND RAPIDS
MI 49503
United States
SUITE 200
GRAND RAPIDS
MI 49503
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
616-622-3062
Other Offices
13
Financials
Total AUM
$1.3B
Accounts
8,246Discretionary
$1.3B
Accounts
8,246Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,609AUM
$349M
HNW Individual Clients
555AUM
$961M
Pooled Vehicle Clients
9AUM
$10M
Pension/Profit Sharing Plan Clients
1AUM
$3.1M
Charitable Organization Clients
9AUM
$6.4M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
DIGITAL ASSET MANAGEMENT, OUTSOURCED CCO
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.