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Stephen Donald Peterson

FIDUCIARY MANAGEMENT GROUP LTD·EDINA, Minnesota
Clean recordFIDUCIARY MANAGEMENT GROUP LTD
6800 FRANCE AVE S #170, EDINA, MN 55435-1998CRD# 4435854Firm CRD# 110943

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Donald Peterson · EDINA, MN
Registration
CRD #4435854 · FIDUCIARY MANAGEMENT GROUP LTD
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stephen Donald Peterson is a registered financial advisor based in EDINA, Minnesota, affiliated with FIDUCIARY MANAGEMENT GROUP LTD. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
FIDUCIARY MANAGEMENT GROUP LTD
FIDUCIARY MANAGEMENT GROUP LTD
AUM
$162M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at FIDUCIARY MANAGEMENT GROUP LTD →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4435854
Firm CRD# 110943
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Stephen Donald Peterson offer?
Stephen Donald Peterson specializes in Investment Management, Fee-Only Advisory. Contact their office in EDINA, Minnesota for a consultation.
What are Stephen Donald Peterson's credentials?
Stephen Donald Peterson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Donald Peterson located?
Stephen Donald Peterson is based in EDINA, Minnesota, working with FIDUCIARY MANAGEMENT GROUP LTD. Their office serves clients in the EDINA metropolitan area and surrounding communities.
How does Stephen Donald Peterson charge for services?
Stephen Donald Peterson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIDUCIARY MANAGEMENT GROUP LTD?
FIDUCIARY MANAGEMENT GROUP LTD has approximately 4 employees and manages $162M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FIDUCIARY MANAGEMENT GROUP LTD

Ryan John Anderson
EDINA, MN
Donald Norman Peterson
EDINA, MN
Sheila Elizabeth Peterson
EDINA, MN

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Research
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