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FIDUCIARY CONSULTING GROUP

MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC

CRD 149122 · SEC 801-69938

Visit website

5299 DTC BLVD., SUITE 1000, GREENWOOD VILLAGE, CO, 80111, United States

Phone

303-333-7770

Fax

303-333-7771

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$14.73B

Discretionary AUM

$14.73B

Team

52 total employees; 33 advisory reps; 333 broker-dealer reps

Clients

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-28

Disciplinary history

No

Services

Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsINVESTMENT POLICY STATEMENT CREATION/REVIEW FOR 3(21)A AND 3(38) ERISA PLANS

Client types

TypeClientsAUM
Pension/profit sharing plans46$13.06B
Charitable organizations8$941.2M
State/municipal entities16$728.0M

States served

AZ, CA, CO, GA, LA, NV, NY, NC, OR, PA, PR, MO, WA, TX

All web addresses on file

Official SEC filing: View on IAPD