FIDUCIARY CAPITAL ADVISORS INC
  • FIDUCIARY CAPITAL ADVISORS INC

Adviser Profile

As of Date 10/11/2024
Registration status Terminated
ADV Location WESTFIELD, NJ, United States
Contact Info 908 xxxxxxx
AUM* 111,456,085 -70%
of that, discretionary 0
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 37,152,028
% High Net Worth 33.33% -67%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

372M 319M 266M 212M 159M 106M 53M
2016 2017 2018 2019 2020 2021 2022
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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