The Fiduciary Alliance
The Fiduciary Alliance (CRD# 284924) is a financial advisory firm headquartered in Greenville, SC. They manage $1,227,969,964 in 16,591 accounts and serve the financial needs of clients across 25 states (or territories).
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Total Assets Under Management1,228MILLION
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Total Number of Accounts16,591ACCOUNTS
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Average Account Value$74,014
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, FL, GA, IL, LA, MA, MI, MN, NC, ND, NE, NH, NJ, NY, OH, OR, SC, SD, TN, TX, VA, WI
Matthew Keefe (CRD# 7780377) is an Investment Advisor Representative working at The Fiduciary Alliance in Greenville, SC and has 1 year of experience in the finance industry.
Tabitha Lundstrom (CRD# 6446482) is an Investment Advisor Representative working at The Fiduciary Alliance in Bagley, MN and has 1 year of experience in the finance industry.
Jordan Roberts (CRD# 6531315) is an Investment Advisor Representative working at The Fiduciary Alliance in Greenville, SC and has over 5 years of experience in the finance industry.
Gina Rose Salamin (CRD# 2714163) is an Investment Advisor Representative working at The Fiduciary Alliance in Greenville, SC and has over 26 years of experience in the finance industry.
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.