| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Philip Small Control | Managing Principal, Senior Consultant | Over 75% | 2012 |
| Mark Andrew Kallis Control | Chief Compliance Officer, Senior Consultant | Under 5% | 2019 |
Fiduciaryvest, LLC reports $4.4 billion in regulatory assets under management on its Form ADV.
Fiduciaryvest, LLC reports 11 employees.
Fiduciaryvest, LLC is based in Atlanta, GA and has been SEC-registered since 2005.
Fiduciaryvest, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5600 Roswell Road, Building C, Atlanta, GA 30342 |
| Phone | 404-446-1270 |
| Fax | 404-446-1271 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $275.3M |
| Non-discretionary | $4.13B |
| Total (RAUM) | $4.4B |