F
$51.2M Total AUM
$51.2M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-2014
- Office Locations
- 1
Office Locations
-- Miami Beach FL
About Fiduciary Global Advisors
Fiduciary Global Advisors is a Miami Beach-based RIA. The firm has been operating for 12 years. Managing $51.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$51.2M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
0.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Owner & Executives
W
WILLIAM DAVID MOORE
President
- CRD
- #1718373
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,216,780 | -- |
| Non-Discretionary | $0 | -- |
| Total | $51,216,780 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
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