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Building 2FIDUCIARY FINANCIAL GROUP, LLC

Map pinSAN RAFAEL, CA
Phone415-352-1100
NotebookSEC #801-121655
Total AUM
$1B
Employees
9
Clients
395

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1101 FIFTH AVENUE
SUITE 305
SAN RAFAEL
CA 94901
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
415-352-1100
Other Offices
2

ReceiptFinancials

Total AUM
$1B
Accounts
1,520
Discretionary
$1B
Accounts
1,516
Non-Discretionary
$9M
Accounts
4

ContactClients

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Individual Clients
155
AUM
$55.8M
HNW Individual Clients
237
AUM
$954.2M
Corporation or Business Clients
3
AUM
$1.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOIDNHNMNVNYORTXWA

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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