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Fiduciary Management, Inc.

● SEC registered since 1980CRD 109149SEC# 801-15164Milwaukee, WI
Export (members)
Reg. AUM
$14.98B
Employees
24
Accounts
686
Location
Milwaukee, WI

Fiduciary Management, Inc. assets under management

Fiduciary Management, Inc. is an investment advisory firm registered with the SEC based in Milwaukee, WI. The firm has been registered since 1980. It reports $15 billion in regulatory assets under management and employs 24 people.

Fiduciary Management, Inc. owners & executives

6 reported
NameTitleOwnershipSince
Bladen Jeffrey BurnsExecutive Vice President5-10%2022
Daniel Christopher La NuezChief Operating Officer, Chief Compliance OfficerUnder 5%2022
Jessica Porter TaskeVice PresidentUnder 5%2011
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Frequently asked questions

How much does Fiduciary Management, Inc. manage?

Fiduciary Management, Inc. reports $15 billion in regulatory assets under management on its Form ADV.

How many employees does Fiduciary Management, Inc. have?

Fiduciary Management, Inc. reports 24 employees.

Where is Fiduciary Management, Inc. located?

Fiduciary Management, Inc. is based in Milwaukee, WI and has been SEC-registered since 1980.

Does Fiduciary Management, Inc. disclose fund performance?

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

Contact & registration

Address790 N. Water Street, Suite 2100, Milwaukee, WI 53202
Phone414-226-4545
Fax414-226-4522
Office hours8:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK764532
Discloses disciplinary historyNo

Assets under management

Discretionary$14.98B
Non-discretionary$0
Total (RAUM)$14.98B