AdvizorPro

Fiduciary First Advising, LLC

Fiduciary First Advising, LLC. CRD 317659

F

CRD: 317659

Fiduciary First Advising, LLC

Rochester, NY, 14625
5853308031
www.fiduciaryfirstadvising.com
$19.7M Total AUM
$19.7M Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
4 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company ยท SEI
Clients
Retail
Platforms
Vector optimaElement +more
Established Date
03-29-2022
Office Locations
1

Office Locations

160 Linden Oaks Rochester NY

About Fiduciary First Advising, LLC

Fiduciary First Advising is a fee-only, fiduciary RIA led by Christopher Coleman, MBA, serving individuals and families in Rochester, NY and beyond. The practice focuses on retirement planning and portfolio guidance for key decisions around IRAs and employer plans (401k/403b), especially in the 10 years before and after retirement. Investment implementation includes mutual funds and fixed income, with custody support including Schwab.

Team overview

-- AVG AGE
$19.7M AVG AUM / ADVISOR
$437.0K AVG AUM / CLIENT
4.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age

Insights

See the complete signal summary connected to summit quantum.
Unlock to compare peer behavior around foundation optima.
Unlock to compare peer behavior around vital oak.
Premium access reveals conviction themes in foundation frontier unison.
See the complete signal summary connected to ember legacy.
Upgrade to reveal position-level detail across glacier peak.
Upgrade to reveal position-level detail across focus atlas.
Full visibility includes strategy notes for frontier delta radial.

Asset Classes

Zenith catalyst

Custodian

Oak horizon Bridge North insight Focus Oak North

Investment Themes

Alpha North crest Catalyst

Investment Vehicles

Summit frontier

Platform

Eagle

Services

Meridian horizon Matrix pioneer Value prime North Ember fusion Foundation timber

Technology

Summit Ember Radial Beacon frontier Pioneer fusion Peak meridian Vector glacier

Owner & Executives

Christopher Coleman

Christopher Coleman

Chief Compliance Officer, Owner

CRD
#7211357
Ownership
75% or more
(667) 942-6539
element.focus@northcapital.com
in linkedin.com/in/pathway-pioneer

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $19,663,186 --
Non-Discretionary $0 --
Total $19,663,186 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $19,663,186

$19.7M Total SMA
Public Funds:
12.4%
U.S. Government/Agency:
32.5%
Cash:
10.8%
Equity - Exchange:
15.3%
Corporate - Investment Grade:
29.0%
Asset class Assets Assets %
Public Funds $537,272,608 12.4%
U.S. Government/Agency $1,408,174,175 32.5%
Cash $467,947,111 10.8%
Equity - Exchange $662,925,073 15.3%
Corporate - Investment Grade $1,256,524,649 29.0%
Total $4,332,843,616 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform