← Back to searchVisit website
FIDUCIARY ADVISORS, LLC
CRD 104189 · SEC 801-72971
6975 S UNION PARK CTR, #644, COTTONWOOD HEIGHTS, UT, 84047, United States
Phone
801-492-7341
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$520.2M
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; % OF ASSETS UNDER ANOTHER ADVISER'S MANAGEMENT
Org form
Limited Liability Company
Filing date
2026-03-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $1.7M |
| Pension/profit sharing plans | 5 | $518.5M |
States served
PA, UT, FL
All web addresses on file
Official SEC filing: View on IAPD