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Fiduciary Advisors, Inc.

● SEC registered since 2000CRD 108239SEC# 801-57763St. Louis, MO
Export (members)
Reg. AUM
$1.73B
Employees
4
Accounts
388
Location
St. Louis, MO

Fiduciary Advisors, Inc. assets under management

Fiduciary Advisors, Inc. is a registered investment adviser overseen by the SEC based in St. Louis, MO. The firm has been registered since 2000. It reports $1.7 billion in regulatory assets under management and employs 4 people.
www.fiduciaryadv.comView on SEC.gov ↗

Fiduciary Advisors, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Diane Hefele ControlSecretaryUnder 5%2018
Melinda Anne Trachsel ControlVice President - Compliance25-50%2018
Todd William Grizzle ControlPresident And Chief Compliance Officer50-75%2022

Frequently asked questions

How much does Fiduciary Advisors, Inc. manage?

Fiduciary Advisors, Inc. reports $1.7 billion in regulatory assets under management on its Form ADV.

How many employees does Fiduciary Advisors, Inc. have?

Fiduciary Advisors, Inc. reports 4 employees.

Where is Fiduciary Advisors, Inc. located?

Fiduciary Advisors, Inc. is based in St. Louis, MO and has been SEC-registered since 2000.

Does Fiduciary Advisors, Inc. disclose fund performance?

Fiduciary Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12813 Flushing Meadows Dr, Suite 280, St. Louis, MO 63131
Phone314-726-5150
Fax314-721-1230
Office hours8:30 a.m. To 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
CIK2047030
Discloses disciplinary historyNo

Assets under management

Discretionary$1.65B
Non-discretionary$83.9M
Total (RAUM)$1.73B