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FIDUCIARY FIRST
1060 Maitland Center Commons
Suite 360
Maitland, Florida 32751
Tel: 407.740.6111
About FIDUCIARY FIRST
FIDUCIARY FIRST, formally registered with the SEC as FIDUCIARY FIRST. The firm was established in 04/07/2011. They have over 2 offices throughout the country.
FIDUCIARY FIRST is a Maitland, Florida based Financial Planning firm with nearly $3,307,577,140 assets under management, offering retirement planning & investment advisory services to 99 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 150330 |
| SEC# | 801-72234 |
| Assets Managed by Firm | $3,307,577,140 |
| No. of Clients | 99 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (VALUE OF PLAN ASSETS)
Advisory Services Provided
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 99 | $3,307,577,140 |
| Pension and profit sharing plans | 38 | $3,307,577,140 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
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