FIDUCIARY ORGANIZATION, LLC

CRD 325661

Visit website

217 WEST STONE AVE, GREENVILLE, SC, 29609, United States

Phone

864-704-5114

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$14.8M

Discretionary AUM

$14.8M

Team

3 total employees; 3 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-27

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	78	$8.3M
High net worth individuals	1	$6.5M

All web addresses on file

https://www.facebook.com/fiduciaryorg
https://www.fiduciaryorg.com/
https://www.linkedin.com/company/fidorg

Official SEC filing: View on IAPD