The Fiduciary Alliance

The Fiduciary Alliance (CRD# 284924) is a financial advisory firm headquartered in Greenville, SC. They manage $864,798,884 in 11,514 accounts and serve the financial needs of clients across 24 states (or territories).

Current Firm Details
511 Rhett Street, Suite 2a, Greenville, SC 29601
https://www.linkedin.com/in/steven-tolleson-3b8a889b/
By the Numbers
  • Total Assets Under Management
    865
    MILLION
  • Total Number of Accounts
    11,514
    ACCOUNTS
  • Average Account Value
    $75,108
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, FL, GA, IL, LA, MA, MI, MN, NC, ND, NE, NH, NJ, NY, OH, OR, SC, SD, TN, TX, VA

Financial Advisors at The Fiduciary Alliance
Showing 21 - 22 of 22 top financial advisors.
21
Gina Rose Salamin, financial advisor Greenville SC
Gina M. Rose Salamin
CRD#: 2714163
511 Rhett Street, Suite 2a, Greenville, SC 29601

Gina Rose Salamin (CRD# 2714163) is an Investment Advisor Representative working at The Fiduciary Alliance in Greenville, SC and has over 25 years of experience in the finance industry.

22
Mary Sheahan, financial advisor Sterling Heights MI
Mary K. Sheahan
CRD#: 7278381
13854 Lakeside Circle, Suite 216 And 2010, Sterling Heights, MI 48313

Mary Sheahan (CRD# 7278381) is an Investment Advisor Representative working at The Fiduciary Alliance in Sterling Heights, MI and has 1 year of experience in the finance industry.

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