The Fiduciary Alliance
The Fiduciary Alliance (CRD# 284924) is a financial advisory firm headquartered in Greenville, SC. They manage $1,227,969,964 in 16,591 accounts and serve the financial needs of clients across 25 states (or territories).
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Total Assets Under Management1,228MILLION
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Total Number of Accounts16,591ACCOUNTS
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Average Account Value$74,014
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, FL, GA, IL, LA, MA, MI, MN, NC, ND, NE, NH, NJ, NY, OH, OR, SC, SD, TN, TX, VA, WI
Christopher Balcerowiak (CRD# 1568743) is an Investment Advisor Representative working at The Fiduciary Alliance in Sterling Heights, MI and has over 37 years of experience in the finance industry.
Brian Boughner (CRD# 4152328) is an Investment Advisor Representative working at The Fiduciary Alliance in Greenville, SC and has over 23 years of experience in the finance industry.
David Chudyk (CRD# 4606891) is an Investment Advisor Representative working at The Fiduciary Alliance in Seneca, SC and has over 21 years of experience in the finance industry.
Barry Dick (CRD# 2441904) is an Investment Advisor Representative working at The Fiduciary Alliance in Tewksbury, MA and has over 30 years of experience in the finance industry.
Brian Dick (CRD# 5290334) is an Investment Advisor Representative working at The Fiduciary Alliance in Tewksbury, MA and has over 16 years of experience in the finance industry.
Theodore Erhart (CRD# 5426314) is an Investment Advisor Representative working at The Fiduciary Alliance in Greenville, SC and has over 16 years of experience in the finance industry.
Peyton Hoppes (CRD# 6848340) is an Investment Advisor Representative working at The Fiduciary Alliance in Spartanburg, SC and has over 5 years of experience in the finance industry.
Anthony Mahfood (CRD# 2959577) is an Investment Advisor Representative working at The Fiduciary Alliance in Greenville, SC and has over 24 years of experience in the finance industry.
Edgar McLean (CRD# 5322814) is an Investment Advisor Representative working at The Fiduciary Alliance in Saint Augustine, FL and has over 15 years of experience in the finance industry.
David Morrow (CRD# 2178372) is an Investment Advisor Representative working at The Fiduciary Alliance in Beaumont, TX and has over 32 years of experience in the finance industry.