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Building 2FIDUCIARY TRUST INTERNATIONAL, LLC

Map pinLINCOLN, MA
Phone781-274-9300
NotebookSEC #801-62001
Total AUM
$7.7B
Employees
50
Clients
76

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
55 OLD BEDFORD RD
SUITE 302
LINCOLN
MA 01773
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
781-274-9300
Other Offices
3

ReceiptFinancials

Total AUM
$7.7B
Accounts
483
Discretionary
$7.1B
Accounts
470
Non-Discretionary
$549.9M
Accounts
13

ContactClients

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HNW Individual Clients
62
AUM
$6B
Pooled Vehicle Clients
7
AUM
$695.7M
Other Clients
7
AUM
$955.3M
Description of Other Clients
INSTITUTIONAL CLIENTS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMANY

HandshakeAffiliates

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Affiliates
Reported 19 business affiliates.
Claimed Affiliates
Reported as an affiliate by 34 other businesses.

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