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FIDUCIARY TRUST INTERNATIONAL, LLC
CRD 124062 · SEC 801-62001
55 OLD BEDFORD RD, SUITE 302, LINCOLN, MA, 01773, United States
Phone
781-274-9300
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$7.67B
Discretionary AUM
$7.12B
Team
50 total employees; 23 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2025-12-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 62 | $6.02B |
| Pooled investment vehicles | 7 | $695.7M |
States served
CA, MA, NY, FL
Official SEC filing: View on IAPD