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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2009
- Office Locations
- 1
Office Locations
About Fiduciary Management Group, LLC
New York-based Fiduciary Management Group (FMG) is a full-service wealth advisory firm providing objective investment advice and strategic financial and business planning. The firm serves wealthy individuals and families and offers institutional services, with dedicated expertise for sports and entertainment clients. Portfolios commonly use mutual funds and ETFs, custodied at Charles Schwab and Morgan Stanley.
Team overview
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Client Personas
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Owner & Executives
IVAN TYRONE THORNTON
Chief Executive Officer, Founder, Managing Member
- CRD
- #1520963
- Ownership
- 75% or more
ELENI PROKO
Chief Compliance Officer, Investment Advisor
- CRD
- --
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,731,701 | $575,054 |
| Non-Discretionary | $0 | -- |
| Total | $70,731,701 | $575,054 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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