Fiduciary Wealth Partners LLC
Legal Name: FIDUCIARY WEALTH PARTNERS, LLC
177 HUNTINGTON AVENUE, 20TH FLOOR, BOSTON, MA
617-602-1900
https://www.fwp.partners
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Fiduciary Wealth Partners LLC
177 HUNTINGTON AVENUE, 20TH FLOOR, BOSTON, MA
617-602-1900
Other Info
Fiduciary Wealth Partners LLC, a DE Limited Liability Company, is an SEC approved registered investment advisory firm with a team of 5 professionals exclusively serving 10 clients. The firm has been in operation since Jan 27, 2012, and is legally known as FIDUCIARY WEALTH PARTNERS, LLC.
Fiduciary Wealth Partners – Family Office | Wealth Advisory | Investment Management
Fiduciary Wealth Partners: Committed to forming long lasting wealth management and investment management partnerships with clients as a true fiduciary by providing Transparency, Simplicity and Peace of Mind.
Direct Owners
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ERIK ROBERT MARR
CCO owns less than 5%
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JAMES KEEN CORNELL
MANAGING PARTNER owns less than 5%
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PRESTON DANIEL MCSWAIN
MANAGING PARTNER owns 75% or more