Fiduciary Management


Trust Score 98%
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Last updated: August 11th, 2019. Data source: SEC filings.

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Fiduciary Management, federally registered in 1980, is a Registered Investment Advisor (RIA) in 26 state(s) with a licensed staff of 12 advisors. Fiduciary Management manages $20.6 billion and provides investment advisory services for 1,260 clients (1:105 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $3,000,000
Average Client Balance $16,319,969
Hybrid Advisor No
Disciplinary History No
Total AUM $20.6 billion
Advisor / Client Ratio 1:105
Headquarters Milwaukee, WI
SEC Filings Forms and Brochures    (CRD # 109149)
State(s) Registered AZ, CA, CO, CT, DE, DC, FL, GA, IL, IN, KS, MD, MA, MI, MN, MO, NV, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WI


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