F
CRD: 318579
Fiduciary Trust Private Wealth Counsel LLC
$18.7M Total AUM
$18.7M Disc. AUM
-- 3Y CAGR
3 Employees
69 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fiduciary Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-08-2022
- Office Locations
- 2
Office Locations
10840 Parallell Parkway Kansas City KS
2155 East Sunshine ST Suite 204 Springfield MO
About Fiduciary Trust Private Wealth Counsel LLC
Fiduciary Trust Private Wealth Counsel LLC is a Springfield-based RIA with 2 offices. The firm has been operating for 4 years. Managing $18.7M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fiduciary Trust. Services offered include Asset Management, Business Succession, Financial Planning.
Team overview
-- AVG AGE
$6.2M AVG AUM / ADVISOR
$271.7K AVG AUM / CLIENT
3.3 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Oak pathway Alpha
Client Personas
Zenith
Custodian
North catalyst Element
Investment Themes
Delta quantum Foundation
Investment Vehicles
North
Services
Fusion focus Beacon Peak Legacy ember Zenith
Owner & Executives
BRENT MERLE WEISENBORN
Chief Compliance Officer, Managing Member
- CRD
- #1522228
- Ownership
- 75% or more
(691) 898-6569
delta.eagle@zenithcapital.com
in linkedin.com/in/insight-foundation
Showing 1 of 1 owners & executives
Unlock allContacts
C
Christopher Halford
Vice President
- CRD
- #2599822
(271) 412-2003
foundation.peak@summitcapital.com
in linkedin.com/in/quantum-matrix
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,748,819 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,748,819 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,748,819
U.S. Government/Agency:
23.3% Equity - Exchange:
47.9% Public Funds:
28.8% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $975,298,626 | 23.3% |
| Equity - Exchange | $2,005,013,055 | 47.9% |
| Public Funds | $1,205,519,332 | 28.8% |
| Total | $4,185,831,013 | 100.0% |