Unclaimed Profile

Stephen Donald Peterson

FIDUCIARY MANAGEMENT GROUP LTD·EDINA, Minnesota

Clean record9 years registeredFIDUCIARY 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 · 9 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FIDUCIARY MANAGEMENT GROUP LTD

FIDUCIARY MANAGEMENT GROUP LTD

Apr 2017 – Jul 2018

EDINA, MN

Registrations & Exams

Registration record

First registered · April 20, 2017

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIDUCIARY MANAGEMENT GROUP LTD

CRD 110943 · SEC 801-18217

AUM

$162M

Regulatory assets under management

Employees

205 client accounts

Services offered by FIDUCIARY MANAGEMENT GROUP LTD

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at FIDUCIARY MANAGEMENT GROUP LTD →

Introduction

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Frequently Asked Questions

What services does Stephen Donald Peterson offer?

Stephen Donald Peterson specializes in Investment Management, Fee-Only Advisory.

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, last registered with FIDUCIARY MANAGEMENT GROUP LTD.

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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