FIDUCIARYVEST, LLC

Tel: 404-446-1270 600 Galleria Parkway Se Suite 890 Atlanta, Georgia 30339-5938

About FIDUCIARYVEST, LLC

FIDUCIARYVEST, LLC is a Atlanta, Georgia based financial advisory firm with nearly $4,640,902,467 in assets under management and provides investment advisory services for 56 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

134351

Firm SEC#:

801-63958

Assets Under Management:

$4,640,902,467

No. of Clients:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Education seminars/workshops, Other ((A) DISCRETIONARY ASSET ALLOC; (B) CONSULTING RE: STRATEGY, POLICY, GOVERNANCE, ASSET ALLOC PROJECTIONS, RESEARCH)

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