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Financial Advisor
Georgia
Savannah
THE FIDUCIARY GROUP

THE FIDUCIARY GROUP

Tel: 912-303-9000 310 Commercial Drive Savannah, Georgia 31406-3682

About THE FIDUCIARY GROUP

THE FIDUCIARY GROUP is a Savannah, Georgia based financial advisory firm with nearly $1,613,411,088 in assets under management and provides investment advisory services for 1566 clients. There are currently 16 financial advisors at the firm.

General Information
Firm CRD#:

221530

Firm SEC#:

801-96251

Assets Under Management:

$1,613,411,088

No. of Clients:

1566

No. of Advisors:

16

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Other (CREDIT AND CASH MANAGEMENT SOLUTIONS, INSURANCE SOLUTIONS)

Fee Structure:

A percentage of AUM, Fixed fees

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