Fiduciaryvest, LLC

Fiduciaryvest, LLC (CRD# 134351) is a financial advisory firm headquartered in Atlanta, GA. They manage $4,640,902,467 in 56 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
600 Galleria Parkway Se, Suite 890, Atlanta, GA 30339
https://www.linkedin.com/company/fiduciaryvest-llc/
By the Numbers
  • Total Assets Under Management
    4,641
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $82,873,258
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
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, PA

Financial Advisors at Fiduciaryvest, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Joe Buckalew, financial advisor Atlanta GA
Joe G. Buckalew
CRD#: 1832857
Atlanta, GA

Joe Buckalew (CRD# 1832857) is an Investment Advisor Representative working at Fiduciaryvest, LLC in Atlanta, GA and has over 28 years of experience in the finance industry.

2
Mark Kallis, financial advisor Atlanta GA
Mark A. Kallis
CRD#: 2762977
600 Galleria Parkway Se, Suite 890, Atlanta, GA 30339

Mark Kallis (CRD# 2762977) is an Investment Advisor Representative working at Fiduciaryvest, LLC in Atlanta, GA and has over 27 years of experience in the finance industry.

3
Harold Small, financial advisor Atlanta GA
Harold W. Small
CRD#: 4364777
211 Perimeter Center Parkway, Suite 1010, Atlanta, GA 30346

Harold Small (CRD# 4364777) is an Investment Advisor Representative working at Fiduciaryvest, LLC in Atlanta, GA and has over 19 years of experience in the finance industry.

4
Jason Small, financial advisor Radnor PA
Jason P. Small
CRD#: 5958262
150 N. Radnor Chester Rd., Suite F-200, Radnor, PA 19087

Jason Small (CRD# 5958262) is an Investment Advisor Representative working at Fiduciaryvest, LLC in Radnor, PA and has 1 year 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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