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Building 2FIDUCIARY FINANCIAL PARTNERS, LLC

Map pinNAPERVILLE, IL
Phone630-780-1534
NotebookSEC #801-78241
Total AUM
$293.3M
Employees
6
Clients
220

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1250 E. DIEHL ROAD
SUITE 404
NAPERVILLE
IL 60563
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
630-780-1534
Other Offices
4

ReceiptFinancials

Total AUM
$293.3M
Accounts
829
Discretionary
$272.6M
Accounts
788
Non-Discretionary
$20.7M
Accounts
41

ContactClients

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Individual Clients
114
AUM
$44.6M
HNW Individual Clients
99
AUM
$240.3M
Pension/Profit Sharing Plan Clients
3
AUM
$6.5M
Corporation or Business Clients
4
AUM
$2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILINMANETX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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