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).
Current Firm Details
Fiduciary Management, Inc.
By the Numbers
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Total Assets Under Management14,936MILLION
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Total Number of Accounts769ACCOUNTS
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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
Registered Investment Advisor
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.
No Advisor Found.
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