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FIDUCIARY MANAGEMENT, INC.
CRD 109149 · SEC 801-15164
790 N. WATER STREET, SUITE 2100, MILWAUKEE, WI, 53202, United States
Phone
414-226-4545
Fax
414-226-4522
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$11.36B
Discretionary AUM
$11.36B
Team
25 total employees; 17 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-06-09
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 198 | $720.8M |
| High net worth individuals | 196 | $1.14B |
| Investment companies | 6 | $6.02B |
| Pooled investment vehicles | 5 | $810.1M |
| Pension/profit sharing plans | 35 | $1.15B |
| Charitable organizations | 93 | $783.8M |
| State/municipal entities | 16 | $163.5M |
| Corporations/business entities | 21 | $192.7M |
States served
AZ, CA, DE, GA, IL, IN, KS, MD, MA, MI, MN, NJ, NY, OH, PA, TN, VA, WI, MO, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD