FIDUCIARY BENEFITS GROUP
Adviser information for FIDUCIARY BENEFITS GROUP last updated from Form ADV on March 4th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 148 | $429.5M |
| Non-Discretionary | 11 | $222.0M |
| Total | 159 | $651.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 48 | $11.5M |
| HNW Individuals | 56 | $74.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 53 | $562.8M |
| Charitable organizations | <5 | $3.1M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-127947 |
|---|---|
| SEC ERA File Number | 801-127947 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 326204 |
| Legal Entity Identifier | None |
Principal Office
36753 BRAKEN WAYLAKE ELSINORE
CA
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: 844-967-8491, Fax: None
Chief Compliance Officer
DAMIAN DUFOUR
FOUNDER AND CHIEF COMPLIANCE OFFICER
36753 BRAKEN WAY
LAKE ELSINORE
CA
United States
Tel:
844-967-8491
D************@****************M
(Full email address available in API data)
Regulatory Contact
JACKSON MILLER
DIRECTOR
36753 BRAKEN WAY
LAKE ELSINORE
CA
United States
Tel:
844-967-8491
J*************@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DUFOUR, DAMIAN, JACQUES | Individual | – | FOUNDER AND CHIEF COMPLIANCE OFFICER | 03/2023 | > 75% |
| MILLER, JACKSON, KAYE | Individual | – | DIRECTOR | 01/2023 | < 5% |