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FIDUCIARY FINANCIAL SERVICES WEALTH MANAGEMENT
DALLAS, TX
972-934-9070
SEC #801-37185Total AUM
$405M
Employees
9Clients
353Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
13155 NOEL ROAD
SUITE 750
DALLAS
TX 75240-5040
United States
SUITE 750
DALLAS
TX 75240-5040
United States
Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Monday - Friday
Phone
972-934-9070
Other Offices
1
Financials
Total AUM
$405M
Accounts
747Discretionary
$403.6M
Accounts
744Non-Discretionary
$1.4M
Accounts
3
Clients
Individual Clients
318AUM
$270.2M
HNW Individual Clients
23AUM
$101.5M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
4AUM
$12.5M
Charitable Organization Clients
2AUM
$1.8M
Government Entity Clients
1AUM
$19M
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$3.1K
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
SEE SCHEDULE D - MISC
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Civil ProceedingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.