FIDUCIARY ADVISORS, LLC

SALT LAKE CITY, Utah·8 registered advisors·CRD# 104189
SEC# 801-729710(267) 534-2490
01

Firm Overview

AUM
$403M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: % OF ASSETS UNDER ANOTHER ADVISER'S MANAGEMENT
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FIDUCIARY ADVISORS, LLC

8 registered advisors
Gerrit Andrew Fedele
PHILADELPHIA, Pennsylvania
Jeremy Knapp
PHILADELPHIA, Pennsylvania
Joseph Scott Billups
PHILADELPHIA, Pennsylvania
Mark Bruce Klein
PHILADELPHIA, Pennsylvania
Mark Trust
PHILADELPHIA, Pennsylvania
Michael Robert Coluzzi
SALT LAKE CITY, Utah
Peter Thomas Kisver
PHILADELPHIA, Pennsylvania
Richard Paul Shappell
PHILADELPHIA, Pennsylvania
05

Office Locations

PHILADELPHIA, Pennsylvania
7 advisors
SALT LAKE CITY, Utah
1 advisor

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Data sourced from SEC Form ADV filings. FIDUCIARY ADVISORS, LLC (CRD# 104189) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.