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FIDUCIARY FINANCIAL GROUP, LLC
CRD 285681 · SEC 801-121655
1101 FIFTH AVENUE, SUITE 305, SAN RAFAEL, CA, 94901, United States
Phone
415-352-1100
Fax
415-366-1453
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.12B
Discretionary AUM
$1.11B
Team
10 total employees; 10 advisory reps; 5 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 161 | $64.1M |
| High net worth individuals | 251 | $1.06B |
| Corporations/business entities | 3 | $2.1M |
States served
CA, CO, ID, NV, NM, NY, OR, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD