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- Custodian
- Charles Schwab & Company · Empower · Jackson National Life · Tiaa · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-08-2023
- Office Locations
- 3
Office Locations
About Fiduciary Benefits Group
Fiduciary Benefits Group is an SEC-registered RIA focused on designing and advising corporate retirement plans, including non-profits, foundations/endowments, and prevailing wage employers. The firm provides investment due diligence, fiduciary governance, plan fee inspections, workplace financial education, plan design, and custom managed portfolios, alongside private wealth planning and investment management.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
DAMIAN JACQUES DUFOUR
Chief Compliance Officer, FOUNDER
- CRD
- #5372514
- Ownership
- 75% or more
JACKSON KAYE MILLER
Advisor, DIRECTOR
- CRD
- #6003639
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Bradley Keith Johnston
Principal
- CRD
- #6906301
CHRISTOPHER RAYMOND LOW
--
- CRD
- #2477465
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,023,057,397 | $1,843,347 |
| Non-Discretionary | $42,764,134 | $1,583,857 |
| Total | $1,065,821,531 | $1,831,308 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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