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Building 2FIDUCIARY BENEFITS GROUP

Map pin
Phone844-967-8491
NotebookSEC #801-127947
Total AUM
$1.1B
Employees
3
Clients
310

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
844-967-8491

ReceiptFinancials

Total AUM
$1.1B
Accounts
582
Discretionary
$1B
Accounts
555
Non-Discretionary
$42.8M
Accounts
27

ContactClients

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Individual Clients
66
AUM
$17.8M
HNW Individual Clients
122
AUM
$139.2M
Pension/Profit Sharing Plan Clients
121
AUM
$905M
Charitable Organization Clients
1
AUM
$3.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOIDLATX

HandshakeAffiliates

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

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