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FIDUCIARY FINANCIAL ADVISORS
CRD 172103 · SEC 801-120619
124 FULTON ST. EAST, SUITE 200, GRAND RAPIDS, MI, 49503, United States
Phone
616-622-3062
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.33B
Discretionary AUM
$1.33B
Team
50 total employees; 50 advisory reps; 59 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersDIGITAL ASSET MANAGEMENT, OUTSOURCED CCO
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1609 | $349.0M |
| High net worth individuals | 555 | $961.0M |
| Pooled investment vehicles | 9 | $10.0M |
| Pension/profit sharing plans | 1 | $3.1M |
| Charitable organizations | 9 | $6.4M |
States served
AL, AZ, CA, CO, GA, IL, IN, LA, MD, MA, MI, MN, NE, NJ, NY, NC, OH, OR, PA, SC, TN, VA, WI, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD