Fiduciary Advisors, LLC

Fiduciary Advisors, LLC (CRD# 104189) is a financial advisory firm headquartered in Philadelphia, PA. They manage $406,882,886 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1700 Market Street, Suite 2341, Philadelphia, PA 19103
http://www.managedplan.com
By the Numbers
  • Total Assets Under Management
    407
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $40,688,289
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Fiduciary Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jonathan Clark, financial advisor Philadelphia PA
Jonathan H. Clark
CRD#: 5539580
1700 Market Street, Suite 2341, Philadelphia, PA 19103

Jonathan Clark (CRD# 5539580) is an Investment Advisor Representative working at Fiduciary Advisors, LLC in Philadelphia, PA and has over 5 years of experience in the finance industry.

2
Gerrit Fedele, financial advisor Philadelphia PA
Gerrit A. Fedele
CRD#: 2442980
1700 Market Street, Suite 2341, Philadelphia, PA 19103

Gerrit Fedele (CRD# 2442980) is an Investment Advisor Representative working at Fiduciary Advisors, LLC in Philadelphia, PA and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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