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FIDUCIARY BENEFITS GROUP
CRD 326204 · SEC 801-127947
AZ, United States
Phone
844-967-8491
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.07B
Discretionary AUM
$1.02B
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 66 | $17.8M |
| High net worth individuals | 122 | $139.2M |
| Pension/profit sharing plans | 121 | $905.0M |
States served
AZ, CA, CO, ID, LA, TX
All web addresses on file
Official SEC filing: View on IAPD