Falists
← Back to search

FIDUCIARY FINANCIAL PARTNERS, LLC

CRD 156389 · SEC 801-78241

Visit website

1250 E. DIEHL ROAD, SUITE 404, NAPERVILLE, IL, 60563, United States

Phone

630-780-1534

Fax

630-599-7087

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$293.3M

Discretionary AUM

$272.6M

Team

6 total employees; 5 advisory reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees; Commissions

Org form

Limited Liability Company

Filing date

2026-04-21

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals114$44.6M
High net worth individuals99$240.3M
Pension/profit sharing plans3$6.5M
Corporations/business entities4$2.0M

States served

IL, IN, MA, NE, TX, FL

All web addresses on file

Official SEC filing: View on IAPD