Fiduciary Management, Inc.

Fiduciary Management, Inc. (CRD# 109149) is a financial advisory firm headquartered in Milwaukee, WI. They manage $14,936,427,714 in 769 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    14,936
    MILLION
  • Total Number of Accounts
    769
    ACCOUNTS
  • Average Account Value
    $19,423,183
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CT, DE, FL, GA, IL, IN, KS, MA, MD, MI, MN, MO, NJ, NY, OH, PA, TN, TX, VA, WI

Financial Advisors at Fiduciary Management, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
John S. Brandser
CRD#: 2832109
790 N. Water Street, Suite 2100, Milwaukee, WI 53202

John Brandser (CRD# 2832109) is an Investment Advisor Representative working at Fiduciary Management, Inc. in Milwaukee, WI and has over 27 years of experience in the finance industry.

2
Bladen J. Burns
CRD#: 2778228
790 N. Water Street, Suite 2100, Milwaukee, WI 53202

Bladen Burns (CRD# 2778228) is an Investment Advisor Representative working at Fiduciary Management, Inc. in Milwaukee, WI and has over 27 years of experience in the finance industry.

3
Patrick J. English
CRD#: 4347025
790 N. Water Street, Suite 2100, Milwaukee, WI 53202

Patrick English (CRD# 4347025) is an Investment Advisor Representative working at Fiduciary Management, Inc. in Milwaukee, WI and has over 23 years of experience in the finance industry.

4
Carolyn J. Nichols
CRD#: 6539436
790 N. Water Street, Suite 2100, Milwaukee, WI 53202

Carolyn Nichols (CRD# 6539436) is an Investment Advisor Representative working at Fiduciary Management, Inc. in Milwaukee, WI and has over 8 years of experience in the finance industry.

5
Andrew D. Peterson
CRD#: 7036829
790 N. Water Street, Suite 2100, Milwaukee, WI 53202

Andrew Peterson (CRD# 7036829) is an Investment Advisor Representative working at Fiduciary Management, Inc. in Milwaukee, WI and has over 5 years of experience in the finance industry.

6
Michael S. Stanley
CRD#: 4192487
790 N. Water Street, Suite 2100, Milwaukee, WI 53202

Michael Stanley (CRD# 4192487) is an Investment Advisor Representative working at Fiduciary Management, Inc. in Milwaukee, WI and has over 19 years of experience in the finance industry.

7
Jonathan T. Bloom
CRD#: 6384242
790 N. Water Street, Suite 2100, Milwaukee, WI 53202

Jonathan Bloom (CRD# 6384242) is an Investment Advisor Representative working at Fiduciary Management, Inc. in Milwaukee, WI and has 1 year of experience in the finance industry.

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