Fiduciary Advisor Advocates

RIASEC RegisteredEst. 2013

Total AUM

$106M

Discretionary

$106M

100% of AUM

Avg account

$1.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 169039
Registered since: November 21, 2013
Website: faadvocates.com
Custodians: CHARLES SCHWAB & CO., INC., EMPOWER
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Charitable Organizations40.79%
Pension & Profit Sharing Plans22.09%
Corporations / Businesses16.45%
Individuals13.63%
HNWI7.05%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Fiduciary Advisor Advocates is a limited liability company that has been SEC-registered since 2013 and positions itself as a capital allocator serving individual and family clients. The firm reports a mix of fee arrangements — percentage of assets under management, hourly, fixed fees, and performance-based fees — and lists portfolio management for individuals, small businesses, and institutions among its advisory activities. Additional services noted on its filings include selection of other advisers, pension consulting services, and educational seminars or workshops. The firm does not identify as an active ESG investor and is not reported as a multi-state adviser.