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FIDUCIAL PARTNERS LLC
CRD 294063
2020 GRAND RIVER ANX, SUITE 400, BRIGHTON, MI, 48114, United States
Phone
248-309-2824
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$1.5M
Discretionary AUM
$1.5M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2023-04-24
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $1.5M |
Official SEC filing: View on IAPD