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FIDUCIARY ALLIANCE LLC
FIDUCIARY ALLIANCE LLC
THE FIDUCIARY ALLIANCE
GREENVILLE, South Carolina
·
5 registered advisors
·
CRD# 284924
SEC# 801-108283
18
864-385-7999
01
Firm Overview
AUM
$1.2B
Regulatory assets under management
Employees
48
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at FIDUCIARY ALLIANCE LLC
5 registered advisors
Anthony Richard Mahfood
GREENVILLE, South Carolina
CRD# 2959577
Brian James Boughner
GREENVILLE, South Carolina
CRD# 4152328
David Parker Hughes
GREENVILLE, South Carolina
CRD# 4361140
Gregory Miller Towner
GREENVILLE, South Carolina
CRD# 3262601
Stuart Sommerville Canzeri
GREENVILLE, South Carolina
CRD# 5550901
05
Office Locations
GREENVILLE, South Carolina
5 advisors
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Data sourced from SEC Form ADV filings. FIDUCIARY ALLIANCE LLC (CRD# 284924) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.