DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > georgia > atlanta
FIDUCIARYVEST, LLC
Tel: 404-446-1270
600 Galleria Parkway Se Suite 890
Atlanta, Georgia 30339-5938
FIDUCIARYVEST, LLC
FIDUCIARYVEST, LLC is a Atlanta, Georgia based financial advisory firm with nearly $4,640,902,467 in assets under management and provides investment advisory services for 56 clients. There are currently 10 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Education seminars/workshops , Other ((A) DISCRETIONARY ASSET ALLOC; (B) CONSULTING RE: STRATEGY, POLICY, GOVERNANCE, ASSET ALLOC PROJECTIONS, RESEARCH)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF ASSETS UNDER ADVISEMEN
Firm CRD#:
134351
SEC#:
801-63958
No. of Clients:
56
Assets under Management
$4,640,902,467
No. of Advisors:
10
More Financial Advisory Firms in Atlanta, Georgia
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| INVESCO ADVISERS, INC. | 105360 | 2895 |
| TRUIST ADVISORY SERVICES, INC. | 283390 | 2105 |
| EARNEST PARTNERS, LLC | 107926 | 44 |
| VOYA INVESTMENT MANAGEMENT LLC | 108934 | 879 |
| ATLANTA CAPITAL | 116719 | 28 |
| ROARK CAPITAL MANAGEMENT, LLC | 160368 | 123 |
More Firms in Atlanta, Georgia >>