FIDUCIARY RESEARCH AND CONSULTING LLC

SAN FRANCISCO, California·9 registered advisors·CRD# 151731
SEC# 801-70714415-671-4020
01

Firm Overview

AUM
$8.3B
Regulatory assets under management
Employees
2
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Other: A PERCENTAGE OF ASSETS UNDER CONSULTANCY (NON-DISCRETIONARY).
03

Advisors at FIDUCIARY RESEARCH AND CONSULTING LLC

9 registered advisors
David William Lafontaine Whittall
SAN FRANCISCO, California
David Yves Wong
SAN FRANCISCO, California
James Gorham Clarke
SAN FRANCISCO, California
Jason Prole
SAN FRANCISCO, California
John Dodig Boich
SAN FRANCISCO, California
Jonas Karl Svallin
SAN FRANCISCO, California
Kathleen Powers Dunlap
SAN FRANCISCO, California
Michelle R (mi Only) Tacey
SAN FRANCISCO, California
Yon S Perullo
SAN FRANCISCO, California
05

Office Locations

SAN FRANCISCO, California
9 advisors

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Data sourced from SEC Form ADV filings. FIDUCIARY RESEARCH AND CONSULTING LLC (CRD# 151731) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.