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FIDUCIARYVEST, LLC
CRD 134351 · SEC 801-63958
5600 ROSWELL ROAD, BUILDING C, ATLANTA, GA, 30342, United States
Phone
404-446-1270
Fax
404-446-1271
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.93B
Discretionary AUM
$350.3M
Team
10 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE OF ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars(A) DISCRETIONARY ASSET ALLOC; (B) CONSULTING RE: STRATEGY, POLICY, GOVERNANCE, ASSET ALLOC PROJECTIONS, RESEARCH
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 16 | $143.4M |
| Pension/profit sharing plans | 5 | $1.73B |
| Charitable organizations | 12 | $2.48B |
| State/municipal entities | 4 | $274.9M |
States served
GA, PA
All web addresses on file
Official SEC filing: View on IAPD