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Building 2FIDUCIENT ADVISORS LLC

Map pinCHICAGO, IL
Phone312-853-1000
NotebookSEC #801-48820
Total AUM
$97.5B
Employees
210
Clients
1,239

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 W MADISON STREET
SUITE 3260
CHICAGO
IL 60661-4593
United States
Operating Hours
8:00 AM - 5:00 PM CST
Monday - Friday
Phone
312-853-1000
Other Offices
17

ReceiptFinancials

Total AUM
$97.5B
Accounts
1,241
Discretionary
$52.5B
Accounts
921
Non-Discretionary
$45.1B
Accounts
320

ContactClients

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Individual Clients
171
AUM
$39.3M
HNW Individual Clients
518
AUM
$33.1B
Pension/Profit Sharing Plan Clients
205
AUM
$46.8B
Charitable Organization Clients
341
AUM
$17.5B
Corporation or Business Clients
4
AUM
$133.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio ManagementPublications
Other Services
INVESTMENT CONSULTING FOR INDIVIDUALS AND NON PROFIT ORGANIZATIONS
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 14 business affiliates.
Claimed Affiliates
Reported as an affiliate by 17 other businesses.

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