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THE FIDUCIARY ALLIANCE

Tel: 864-385-7999
511 Rhett Street, Suite 2a
Greenville, South Carolina  29601

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THE FIDUCIARY ALLIANCE

THE FIDUCIARY ALLIANCE is a Greenville, South Carolina based financial advisory firm with nearly $1,227,969,964 in assets under management and provides investment advisory services for 16591 clients. There are currently 48 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based

Firm CRD#:

284924

SEC#:

801-108283

No. of Clients:

16591

Assets under Management

$1,227,969,964

No. of Advisors:

48

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