Fiduciary Benefits Group

Fiduciary Benefits Group (CRD# 326204) is a financial advisory firm headquartered in San Diego, CA. They manage $651,504,500 in 159 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4660 La Jolla Village Drive, Suite 100 - #2244, San Diego, CA 92122
https://www.fiduciarybenefitsgroup.com
By the Numbers
  • Total Assets Under Management
    652
    MILLION
  • Total Number of Accounts
    159
    ACCOUNTS
  • Average Account Value
    $4,097,513
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Fiduciary Benefits Group
Showing 1 - 3 of 3 top financial advisors.
1
Damian Dufour, financial advisor Lake Elsinore CA
Damian J. Dufour
CRD#: 5372514
Lake Elsinore, CA

Damian Dufour (CRD# 5372514) is an Investment Advisor Representative working at Fiduciary Benefits Group in Lake Elsinore, CA and has over 16 years of experience in the finance industry.

2
Bradley Johnston, financial advisor Lake Elsinore CA
Bradley K. Johnston
CRD#: 6906301
Lake Elsinore, CA

Bradley Johnston (CRD# 6906301) is an Investment Advisor Representative working at Fiduciary Benefits Group in Lake Elsinore, CA and has over 6 years of experience in the finance industry.

3
Jackson Miller, financial advisor Lake Elsinore CA
Jackson K. Miller
CRD#: 6003639
Lake Elsinore, CA

Jackson Miller (CRD# 6003639) is an Investment Advisor Representative working at Fiduciary Benefits Group in Lake Elsinore, CA and has over 8 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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