Investment adviser · CRD 104731
THE FIDUCIARY GROUP
Investment adviser filing (IA)
FIDUCIARY SERVICES CORPORATION
SAVANNAH, GA, United States · Form ADV filed Mar 18, 2015
- Regulatory AUM
- $635M Form ADV · Item 5.F
- Client accounts
- 477 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
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: Mar 18, 2015. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Publication of newsletters
Compensation
Percentage of assets · Hourly · Fixed
Principal office
310 COMMERCIAL DRIVESAVANNAH, GA, 31406-3682, United States
CRD 104731
Filing source
Form ADV 884599 · Mar 18, 2015 · 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.