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Fiduciary Financial Partners, LLC

● SEC registered since 2013CRD 156389SEC# 801-78241Naperville, IL
Export (members)
Reg. AUM
$247.7M
Employees
6
Accounts
786
Location
Naperville, IL

Fiduciary Financial Partners, LLC assets under management

Fiduciary Financial Partners, LLC is an investment advisory firm registered with the SEC based in Naperville, IL. The firm has been registered since 2013. It reports $247.7 million in regulatory assets under management and employs 6 people.
www.fiduciaryfinancialpartners.comView on SEC.gov ↗

Fiduciary Financial Partners, LLC owners & executives

6 reported
NameTitleOwnershipSince
Dawn Marie Slawson ControlChief Compliance OfficerUnder 5%2015
Gwp Financial Inc.Member10-25%2020
Ne Financial Services, Inc. ControlMemberOver 75%2014
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Frequently asked questions

How much does Fiduciary Financial Partners, LLC manage?

Fiduciary Financial Partners, LLC reports $247.7 million in regulatory assets under management on its Form ADV.

How many employees does Fiduciary Financial Partners, LLC have?

Fiduciary Financial Partners, LLC reports 6 employees.

Where is Fiduciary Financial Partners, LLC located?

Fiduciary Financial Partners, LLC is based in Naperville, IL and has been SEC-registered since 2013.

Does Fiduciary Financial Partners, LLC disclose fund performance?

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

Contact & registration

Address1250 E. Diehl Road, Suite 404, Naperville, IL 60563
Phone630-780-1534
Fax630-599-7087
Office hours8:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1652514
Discloses disciplinary historyNo

Assets under management

Discretionary$227M
Non-discretionary$20.7M
Total (RAUM)$247.7M