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FIDUCIARYVEST, LLC
ATLANTA, GA
404-446-1270
SEC #801-63958Total AUM
$4.9B
Employees
10Clients
40Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5600 ROSWELL ROAD
BUILDING C
ATLANTA
GA 30342
United States
BUILDING C
ATLANTA
GA 30342
United States
Operating Hours
9AM-5PM
Monday - Friday
Monday - Friday
Phone
404-446-1270
Other Offices
1
Financials
Total AUM
$4.9B
Accounts
61Discretionary
$350.3M
Accounts
24Non-Discretionary
$4.6B
Accounts
37
Clients
HNW Individual Clients
16AUM
$143.4M
Pension/Profit Sharing Plan Clients
5AUM
$1.7B
Charitable Organization Clients
12AUM
$2.5B
Government Entity Clients
4AUM
$274.9M
Insurance Company Clients
1AUM
$108.2M
Corporation or Business Clients
1AUM
$40.4M
Other Clients
1AUM
$156.8M
Description of Other Clients
TRADE ORGANIZATION
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
(A) DISCRETIONARY ASSET ALLOC; (B) CONSULTING RE: STRATEGY, POLICY, GOVERNANCE, ASSET ALLOC PROJECTIONS, RESEARCH
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ASSETS UNDER ADVISEMENT
Compliance
Disclosures
None reported
State Registrations
GAPA
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.