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Fiduciary Financial Partners, LLC

Fiduciary Financial Partners, LLC. CRD 156389

Fiduciary Financial Partners, LLC logo

CRD: 156389

Fiduciary Financial Partners, LLC

Naperville, IL, 60563
6307801534
www.fiduciaryfinancialpartners.com
$293.3M Total AUM
$272.6M Disc. AUM
16.3% 3Y CAGR
6 Employees
220 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Eagle catalystElement +more
Established Date
02-22-2011
Office Locations
1

Office Locations

1250 E. Diehl Road Suite 404 Naperville IL

About Fiduciary Financial Partners, LLC

Fiduciary Financial Partners, LLC is a Naperville, IL RIA focused on retirement-centric planning and investment management. The team works best with individuals age 50+ and employers with 50–200 employees seeking 401(k) solutions, alongside broader financial, tax and estate planning, pensions and profit-sharing plan support. Emphasizes fiduciary advice and transparent compensation; custody includes Charles Schwab.

Team overview

50 AVG AGE
$58.7M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
12 yrs AVG TENURE
6 Employees
5 Advisory Reps
5 RIA Reps
15yrs Firm Age

Insights

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Asset Classes

Glacier element Ridge Wave Beacon

Client Personas

Pathway focus Value beacon

Custodian

Unison Prime ridge Radial harbor Radial catalyst

Investment Themes

Matrix Optima momentum Matrix north

Investment Vehicles

Harbor Pathway

Platform

Delta Focus horizon

Services

Vector Value Vital peak Bridge Vector quantum Element Alpha fusion Glacier ridge Pathway prime Harbor

Technology

Value wave Pathway Radial

Owner & Executives

NICHOLAS MICHAEL ECONOMOS

NICHOLAS MICHAEL ECONOMOS

Financial Advisor, Managing Member

CRD
#2796776
Ownership
Less than 5%
(282) 369-7780
prime.harbor@horizoncapital.com
in linkedin.com/in/horizon-legacy
D

DAWN MARIE SLAWSON

Chief Compliance Officer, Investment Advisor Representative

CRD
#3210538
Ownership
Less than 5%
(759) 674-6102
summit.radial@radialcapital.com
in linkedin.com/in/crest-element

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Contacts

JOHN BISHOP HILLMAN

JOHN BISHOP HILLMAN

Financial Advisor, Retirement Specialist

CRD
#1402846
(918) 820-7759
beacon.foundation@crestcapital.com
in linkedin.com/in/insight-value
MIACIAH JOSEPH MANUEL

MIACIAH JOSEPH MANUEL

Financial Planner

CRD
#5056839
(645) 472-3237
crest.wave@beaconcapital.com
in linkedin.com/in/legacy-pioneer
G

Glacier frontier

Oak optima

CRD
#12818
(298) 459-9414
fusion.summit@momentumcapital.com
in linkedin.com/in/fusion-zenith

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-08-2022
12-13-2023
03-13-2024
12-15-2025
04-21-2026
Category Assets AVG. Account size
Discretionary $272,631,030 $345,978
Non-Discretionary $20,686,115 $504,539
Total $293,317,145 $353,820

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Separately Managed Accounts

Total SMA Asset: $293,317,145

$293.3M Total SMA
Public Funds:
20.2%
U.S. Government/Agency:
40.6%
Equity - Exchange:
29.3%
Cash:
9.9%
Asset class Assets Assets %
Public Funds $1,058,866,211 20.2%
U.S. Government/Agency $2,128,216,246 40.6%
Equity - Exchange $1,535,880,197 29.3%
Cash $518,949,282 9.9%
Total $5,241,911,936 100.0%

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