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Building 2THE FIDUCIARY GROUP

Map pinSAVANNAH, GA
Phone(912)303-9000
NotebookSEC #801-9822
Total AUM
$634.8M
Employees
10
Clients
0

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 TO 5:00
Monday - Friday
Phone
(912)303-9000

ReceiptFinancials

Total AUM
$634.8M
Accounts
477
Discretionary
$607.6M
Accounts
463
Non-Discretionary
$27.2M
Accounts
14

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLGALANCSCTXVA

HandshakeAffiliates

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

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