Investment adviser · CRD 296964
FIDUCIARY INVESTMENT TRUSTS, LLC
Investment adviser filing (IA)
OVERLAND PARK, KS, United States · Form ADV filed Oct 27, 2022
- Regulatory AUM
- $2.02M Form ADV · Item 5.F
- Client accounts
- 53 Accounts, not individual clients
- Employees
- 17 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 53 | $2,015,830 | 100.0% |
| Pooled investment vehicles | 1 | $0 | 0.0% |
| Retirement plans | 3 | $0 | 0.0% |
Filing source
Form ADV 1678309 · Oct 27, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 27, 2022. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
6201 COLLEGE BLVD., SUITE #150OVERLAND PARK, KS, 66211, United States
CRD 296964
Filing source
Form ADV 1678309 · Oct 27, 2022 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.