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Last updated: February 23rd, 2020. Data source: SEC filings.

FiduciaryVest, federally registered in 2005, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 5 advisors. FiduciaryVest manages $15.2 billion and provides investment advisory services for 52 clients (1:11 advisor/client ratio). This firm does not have a disciplinary history.



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Firm Information

Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Avg Advisor Years Registered 13
Percentage of Advisors Trusted 100%
Minimum Investment $5,000,000
Average Client Balance $291,662,773
Total AUM $15.2 billion
Advisor / Client Ratio 1:11
Headquarters Atlanta, GA
SEC Filings View SEC IAPD CRD #134351
State(s) Registered GA, PA

SEC data last verified 02/23/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.