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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-09-2018
- Office Locations
- 1
Office Locations
About Fiducial Partners LLC
Fiducial provides integrated accounting, tax, payroll, and CFO-style consulting alongside personal and business financial planning and investment advisory, including estate and retirement planning. The firm focuses on supporting businesses, entrepreneurs, and individuals with scalable services backed by Fiducial’s broader network of 850+ offices across Europe and North America. Custody is reported with Interactive Brokers; portfolios include significant use of ETFs.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
WILLIAM ROBERT WINN
Chief Compliance Officer, Founder, Managing Member, Principal
- CRD
- #5183305
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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