FIDUCIARY ALLIANCE LLC

THE FIDUCIARY ALLIANCE
GREENVILLE, South Carolina·5 registered advisors·CRD# 284924
SEC# 801-10828318864-385-7999
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 PlanningInvestment ManagementWealth Management
04

Advisors at FIDUCIARY ALLIANCE LLC

5 registered advisors
Anthony Richard Mahfood
GREENVILLE, South Carolina
Brian James Boughner
GREENVILLE, South Carolina
David Parker Hughes
GREENVILLE, South Carolina
Gregory Miller Towner
GREENVILLE, South Carolina
Stuart Sommerville Canzeri
GREENVILLE, South Carolina
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.