| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Ronald Schneider Control | Director | Under 5% | 2009 |
| Brian J Yu Control | Chief Compliance Officer | Under 5% | 2023 |
| Edward George O'Malley Control | Director | Under 5% | 2015 |
Fiduciary First, LLC reports $5.2 billion in regulatory assets under management on its Form ADV.
Fiduciary First, LLC reports 4 employees.
Fiduciary First, LLC is based in Maitland, FL and has been SEC-registered since 2011.
Fiduciary First, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1060 Maitland Center Commons, Suite 360, Maitland, FL 32751 |
| Phone | 407.740.6111 |
| Fax | 407.740.6113 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $3.87B |
| Non-discretionary | $1.31B |
| Total (RAUM) | $5.18B |