Unclaimed Profile

Patrick J English

FIDUCIARY MANAGEMENT, INC.·MILWAUKEE, Wisconsin

Clean recordFIDUCIARY MANAGEMENT, INC.

790 N. WATER STREET, MILWAUKEE, WI 53202CRD# 4347025Firm CRD# 109149

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick J English · MILWAUKEE, WI

Registration

CRD #4347025 · FIDUCIARY MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Patrick J English is a registered financial advisor based in MILWAUKEE, Wisconsin, affiliated with FIDUCIARY MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

FIDUCIARY MANAGEMENT, INC.

AUM

$14.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at FIDUCIARY MANAGEMENT, INC. →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4347025

Firm CRD# 109149

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Patrick J English offer?

Patrick J English specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in MILWAUKEE, Wisconsin for a consultation.

What are Patrick J English's credentials?

Patrick J English is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick J English located?

Patrick J English is based in MILWAUKEE, Wisconsin, working with FIDUCIARY MANAGEMENT, INC.. Their office serves clients in the MILWAUKEE metropolitan area and surrounding communities.

How does Patrick J English charge for services?

Patrick J English'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, INC.?

FIDUCIARY MANAGEMENT, INC. has approximately 26 employees and manages $14.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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