← Back to search
FIDUCIARY FIRST
FIDUCIARY FIRST, LLC
CRD 150330 · SEC 801-72234
1060 MAITLAND CENTER COMMONS, SUITE 360, MAITLAND, FL, 32751, United States
Phone
407.740.6111
Fax
407.740.6113
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.46B
Discretionary AUM
$2.46B
Team
7 total employees; 7 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; VALUE OF PLAN ASSETS
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Pension/profit sharing plans | 27 | $2.46B |
States served
FL
Official SEC filing: View on IAPD