CRD: 104189
Fiduciary Advisors, LLC
$520.2M Total AUM
$0 Disc. AUM
16.0% 3Y CAGR
2 Employees
56 ADV. Clients
25 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Assetmark ยท Fiduciary Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-03-2001
- Office Locations
- 1
Office Locations
6975 S Union Park CTR #644 Cottonwood Heights UT
About Fiduciary Advisors, LLC
Fiduciary Advisors, LLC is a Cottonwood Heights-based RIA. The firm has been operating for 25 years. Managing $520.2M in total assets under management, with 1 advisory representatives. They custody assets with Assetmark and Fiduciary Trust. Services offered include Asset Management, Estate Planning, Insurance.
Team overview
-- AVG AGE
$520.2M AVG AUM / ADVISOR
$9.3M AVG AUM / CLIENT
4.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
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Client Personas
Prime
Custodian
Delta Fusion horizon Atlas Value ridge
Investment Themes
Harbor pathway
Investment Vehicles
Alpha
Services
Summit legacy Eagle vector Radial foundation North peak Harbor Meridian catalyst
Owner & Executives
M
MICHAEL ROBERT COLUZZI
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
(258) 367-1897
eagle.summit@summitcapital.com
in linkedin.com/in/wave-harbor
S
Scott Bishop David
Advisor, Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
(859) 370-1827
ridge.capital@zenithcapital.com
in linkedin.com/in/focus-radial
H
Harbor quantum
Signal ridge legacy
- CRD
- #51961
- Ownership
- 36.3%
(726) 335-9484
vertex.fusion@timbercapital.com
in linkedin.com/in/matrix-harbor
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $520,231,740 | $9,289,853 |
| Total | $520,231,740 | $9,289,853 |
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Separately Managed Accounts
Total SMA Asset: $520,231,740
Public Funds:
36.4% Cash:
17.3% Other:
18.1% Private Funds:
28.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,017,603,014 | 36.4% |
| Cash | $958,915,718 | 17.3% |
| Other | $1,003,258,642 | 18.1% |
| Private Funds | $1,563,088,050 | 28.2% |
| Total | $5,542,865,424 | 100.0% |