| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Joseph Moore | Chief Compliance Officer | Under 5% | 2025 |
| Cooper & Vogelheim LLP | Owner | 25-50% | 2020 |
| Richard Lloyd Davey Control | Managing Member | 25-50% | 2016 |
Fiduciary Financial Group, LLC reports $865.2 million in regulatory assets under management on its Form ADV.
Fiduciary Financial Group, LLC reports 9 employees.
Fiduciary Financial Group, LLC is based in San Rafael, CA and has been SEC-registered since 2021.
Fiduciary Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1101 Fifth Avenue, Suite 305, San Rafael, CA 94901 |
| Phone | 415-352-1100 |
| Fax | 415-366-1453 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $862M |
| Non-discretionary | $3.2M |
| Total (RAUM) | $865.2M |