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Building 2THE FIDUCIARY GROUP

Map pinSAVANNAH, GA
Phone912-303-9000
NotebookSEC #801-96251
Total AUM
$2B
Employees
18
Clients
702

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
310 COMMERCIAL DRIVE
SAVANNAH
GA 31406-3682
United States
Operating Hours
8:30 AM - 5 PM
Monday - Friday
Phone
912-303-9000

ReceiptFinancials

Total AUM
$2B
Accounts
1,726
Discretionary
$1.9B
Accounts
1,710
Non-Discretionary
$26.3M
Accounts
16

ContactClients

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Individual Clients
271
AUM
$98M
HNW Individual Clients
350
AUM
$1.3B
Pension/Profit Sharing Plan Clients
41
AUM
$373.5M
Charitable Organization Clients
5
AUM
$16.1M
Corporation or Business Clients
35
AUM
$163M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPublications
Other Services
CREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGALAMDMENCNHPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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