Fiduciary Financial Partners, LLC
Firm details
- Headquarters
- Naperville, Illinois
- CRD number
- 156389
- Registered since
- July 5, 2013
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Commissions
- Client types
- HNWI81.91%
- Individuals15.19%
- Pension & Profit Sharing Plans2.22%
- Corporations / Businesses0.68%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Fiduciary Financial Partners, LLC is an independent registered investment adviser formed in 2013 that serves both individual/family and institutional clients. The firm combines fee-based advisory services (percentage of AUM and fixed fees) with commissionable business lines through registered‑representative and insurance broker activities, which supports distribution of insurance and annuity products. Advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. The firm is not positioned as an ESG investor and describes itself as a capital allocator working across discretionary and non‑discretionary mandates.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- US Government Bonds4%
- Exchange Traded Equities3%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Dawn Slawson
Chief Compliance OfficerCRD 3210538
Nicholas Economos
Chief Retirement OfficerCRD 2796776
Contacts
3 of 4
Miaciah Manuel
Principal & Senior AdvisorCRD 5056839
John Hillman
Co-Founder and Senior AdvisorCRD 1402846
Nathan Wiercioch
Financial Planning AssociateCRD 7049424
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Naperville, IL
Du Page
Location
Naperville, IL
Headquartered in Naperville, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 1250 E Diehl Rd
- Time zone
- CT (UTC-6)
- Office locations
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