Fiduciary Financial Group, LLC
Fiduciary Financial Group, LLC (CRD# 285681) is a financial advisory firm headquartered in San Rafael, CA. They manage $544,571,022 in 1,029 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management545MILLION
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Total Number of Accounts1,029ACCOUNTS
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Average Account Value$529,224
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, CO, ID, NH, NM, NV, NY, OR, TX, WA
Richard Davey (CRD# 6009302) is an Investment Advisor Representative working at Fiduciary Financial Group, LLC in Boise, ID and has over 12 years of experience in the finance industry.
Christopher Moore (CRD# 6536527) is an Investment Advisor Representative working at Fiduciary Financial Group, LLC in San Rafael, CA and has over 6 years of experience in the finance industry.
Trevor Scotto (CRD# 6736091) is an Investment Advisor Representative working at Fiduciary Financial Group, LLC in San Rafael, CA and has over 7 years of experience in the finance industry.
Thomas Vogelheim (CRD# 1855108) is an Investment Advisor Representative working at Fiduciary Financial Group, LLC in San Rafael, CA and has 1 year of experience in the finance industry.
Shayne Cooper (CRD# 7219226) is an Investment Advisor Representative working at Fiduciary Financial Group, LLC in San Rafael, CA and has over 4 years of experience in the finance industry.
Benjamin Fookes (CRD# 7460556) is an Investment Advisor Representative working at Fiduciary Financial Group, LLC in San Rafael, CA and has over 2 years of experience in the finance industry.