The Fiduciary Group LLC
Legal Name: THE FIDUCIARY GROUP, LLC
Full Contact Details
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The Fiduciary Group LLC is legally known as THE FIDUCIARY GROUP, LLC. It is a DE Limited Liability Company. This firm has 13 employees, of which 8 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of May 13, 2015.
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CONSERVE. PLAN. GROW.® Who We Are What We Do How We Do It Client Login Contact Us Meet Our Team Read Our Publications Who We Are What We Do How We Do It Meet Our Team Read Our Publications Client Login Contact Us Privacy Policy Terms of Use Conserve. Plan.Grow.® WEALTH MANAGEMENT FOR INDIVIDUALS &…
Home | The Fiduciary Group
CONSERVE. PLAN. GROW.® Who We Are What We Do How We Do It Client Login Contact Us Meet Our Team Read Our Publications Who We Are What We Do How We Do It Meet Our Team Read Our Publications Client Login Contact Us Privacy Policy Terms of Use Conserve. Plan.Grow.® WEALTH MANAGEMENT FOR INDIVIDUALS &…
Direct Owners
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FOCUS OPERATING, LLC
MEMBER (MANAGER) owns 75% or more
-
JOEL PHILIP GOODMAN
CHIEF INVESTMENT OFFICER owns less than 5%
-
MALCOLM LEE BUTLER
PRESIDENT AND CEO owns less than 5%
-
SCOTT BRIAN MCGHIE
DIRECTOR OF RESEARCH AND PORTFOLIO MANAGEMENT owns less than 5%
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SHANON R ROYAL
CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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FOCUS FINANCIAL PARTNERS INC.
MEMBER owns 75% or more
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FOCUS FINANCIAL PARTNERS, LLC
MEMBER owns 75% or more
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