| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Richard Mahfood Control | Managing Member | 50-75% | 2016 |
| Brian James Boughner Control | Managing Member | 50-75% | 2016 |
| Gregory Miller Towner Control | Chief Investment Officer | Under 5% | 2016 |
Fiduciary Alliance LLC reports $1.9 billion in regulatory assets under management on its Form ADV.
Fiduciary Alliance LLC reports 63 employees.
Fiduciary Alliance LLC is based in Greenville, SC and has been SEC-registered since 2016.
Fiduciary Alliance LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 135 S Main St, Suite 600, Greenville, SC 29601 |
| Phone | 864-385-7999 |
| Office hours | 9a.m. - 4p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $1.47B |
| Non-discretionary | $449.6M |
| Total (RAUM) | $1.92B |