FIDUCIARYVEST, LLC
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FIDUCIARYVEST, LLC
(CRD# 134351)
is an SEC-Registered Investment Advisor (RIA), headquartered in
Atlanta, GA.
The SEC approved the firm to operate as an RIA in
Feb 2005.
In
Feb 2019,
the firm reported total Regulatory Assets Under Management (RAUM) of
$15.2 Billion,
with discretion over
27%
of those assets.
Pooled investment vehicles (Private Funds) account for
1%
of RAUM.
Non-US investors represent
0%
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FIDUCIARYVEST, LLC
also reported in
Feb 2019
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18
employees,
with
11
performing advisory functions.
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A total of 2 office locations.
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No registrations with foreign financial regulatory authorities.
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NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
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FIDUCIARYVEST, LLC has no disclosure events reported to the SEC at this time.
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FIDUCIARYVEST, LLC has Notice Filings with the following State Securities Authorities:
GA-Feb 2005, PA-Jul 2011, TX-Feb 2005
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The information presented above was gleaned
from the SEC website and is believed to be
accurate. FindingFraud.org is
presenting this data for informational
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for errors or omissions. Please note
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SEC. Feel free to contact
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