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Fiduciary Benefits Group

● SEC registered since 2023CRD 326204SEC# 801-127947
Export (members)
Reg. AUM
$843.4M
Employees
3
Accounts
347
Location

Fiduciary Benefits Group assets under management

Fiduciary Benefits Group is an SEC-registered investment adviser. The firm has been registered since 2023. It reports $843.4 million in regulatory assets under management and employs 3 people.

Fiduciary Benefits Group owners & executives

2 reported
NameTitleOwnershipSince
Damian Jacques Dufour ControlFounder And Chief Compliance OfficerOver 75%2023
Jackson Kaye MillerDirectorUnder 5%2023

Frequently asked questions

How much does Fiduciary Benefits Group manage?

Fiduciary Benefits Group reports $843.4 million in regulatory assets under management on its Form ADV.

How many employees does Fiduciary Benefits Group have?

Fiduciary Benefits Group reports 3 employees.

Does Fiduciary Benefits Group disclose fund performance?

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

Contact & registration

Phone844-967-8491
Office hoursBy Appointment Only
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$585.4M
Non-discretionary$258.1M
Total (RAUM)$843.4M