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Building 2FIDUCIARY CONSULTING GROUP

Map pinGREENWOOD VILLAGE, CO
Phone303-333-7770
NotebookSEC #801-69938
Total AUM
$14.7B
Employees
52
Clients
70

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5299 DTC BLVD., SUITE 1000
GREENWOOD VILLAGE
CO 80111
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
303-333-7770
Other Offices
3

ReceiptFinancials

Total AUM
$14.7B
Accounts
70
Discretionary
$14.7B
Accounts
70
Non-Discretionary
$0
Accounts
0

ContactClients

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Pension/Profit Sharing Plan Clients
46
AUM
$13.1B
Charitable Organization Clients
8
AUM
$941.2M
Government Entity Clients
16
AUM
$728M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INVESTMENT POLICY STATEMENT CREATION/REVIEW FOR 3(21)A AND 3(38) ERISA PLANS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCACOGALAMONCNVNYORPAPRTXWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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