$74.8M Total AUM
$74.8M Disc. AUM
-- 3Y CAGR
6 Employees
51 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-23-2015
- Office Locations
- 1
Office Locations
-- Westfield NJ
About Fiduciary Pension Partners, LLC
Fiduciary Pension Partners is an independent retirement and pension consulting firm serving plan sponsors as well as individuals and families, helping define goals, risk tolerance, and investment strategy. Their managed portfolios are built largely with ETFs and custody through Charles Schwab, making them a relevant partner for ETF and model distribution.
Team overview
-- AVG AGE
$24.9M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
4.9 yrs AVG TENURE
6 Employees
3 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
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Owner & Executives
STEVEN ROY PUCKETT
Chief Compliance Officer, Investment Advisor
- CRD
- #2218651
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,765,795 | -- |
| Non-Discretionary | $0 | -- |
| Total | $74,765,795 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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