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Building 2FIDUCIARY INVESTMENT ADVISORS, LLC

Map pinWINDSOR, CT
Phone866-466-9412
NotebookSEC #801-66762
Total AUM
$5B
Employees
60
Clients
224

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 NORTHFIELD DRIVE
WINDSOR
CT 06095
United States
Operating Hours
8:00AM - 5:30PM
Monday - Friday
Phone
866-466-9412
Other Offices
3

ReceiptFinancials

Total AUM
$5B
Accounts
224
Discretionary
$2.2B
Accounts
196
Non-Discretionary
$2.8B
Accounts
28

ContactClients

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HNW Individual Clients
145
AUM
$691.6M
Pension/Profit Sharing Plan Clients
7
AUM
$2.9B
Charitable Organization Clients
57
AUM
$697.8M
Government Entity Clients
8
AUM
$135.2M
Corporation or Business Clients
7
AUM
$570.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INVESTMENT CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLLAMAMENHNJNYPARITXVT

HandshakeAffiliates

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

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