Large Firm

FIDUCIARYVEST, LLC

600 Galleria Parkway Se, Atlanta GA 30339-5938

(404) 446-1270

N/A

Firm Details

The basic information about the firm.

Assets Under Management (AUM) This is the total number of dollars the firm holds in client assets: $4,640,902,467.00
Number of Accounts This is the total number of open accounts the firm has under management.: 56
Number of Employees This is the total number of employees that work at the firm.: 10
Investment Employees Investment employees includes any individual that is employed by the firm that may directly make financial decisions on behalf of the client: 8

Information about the services offered and fee structure.

Services: Financial PlanningPortfolio ManagementPooled Investment ManagementBusiness Investment ManagementConsultingSelection of Other AdvisorsEducation
Fee Structure: Percentage of Assets Under ManagementHourlyFixed FeeOther
Activities: Trade/Sell Self-Recommended Securities
Securities Buy/Sell Client Account
Trade Quantity

Information about the firm's clients.

High Net Worth Clients A client that has either: greater than $750,000 in investable assets or a $1,500,000 net worth: 5
High Net Worth AUM This is the total number of assets under management for all clients the firm identifies as high net worth: $94,266,857.00
Pension Profit Sharing Clients Clients of the firm that participate in a profit sharing plan which the firm performs financial services: 11
Charitable Organization Clients Number of clients the firm identifies as Charitable Organizations: 11
Charitable Organization AUM Total number of assets under management for clients the form identifies as a “charitable organization”: $1,598,142,903.00
Corporate Clients Corporate clients are any companies that enlist the investment adviser for wealth management services: 0
Corporate AUM Total number of assets under management for clients the form identifies as “corporate”: $24,390,843.00
None US Client Percentage This is the total number of open accounts the firm has under management.: 0%