FIDUCIARY FINANCIAL PARTNERS, LLC
Adviser information for FIDUCIARY FINANCIAL PARTNERS, LLC last updated from Form ADV on March 13th, 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 762 | $194.4M |
| Non-Discretionary | 34 | $14.1M |
| Total | 796 | $208.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 93 | $26.2M |
| HNW Individuals | 98 | $167.4M |
| 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 | 6 | $13.0M |
| Charitable organizations | 0 | $0 |
| 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 | 5 | $1.9M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
|---|---|
| Compensation | % of AUMFixed fees |
Principal Office
1250 E. DIEHL ROADSUITE 404
NAPERVILLE
IL
United States
Monday - Friday, 8:00 A.M. TO 5:00 P.M.
Tel: 630-780-1534, Fax: 630-599-7087
Websites
www.linkedin.com/in/neconomos
www.linkedin.com/in/miaciah-manuel-547a993a
www.linkedin.com/in/john-hillman-ba8bb78
www.fiduciaryfinancialpartners.com
x.com/fiduciaryfp
x.com/neconomos
www.linkedin.com/company/fiduciary-financial-partners/
www.facebook.com/fiduciaryfp/
www.youtube.com/channel/ucm8vi1_x581cvgk2zlcnzuw
www.instagram.com/fiduciaryfinancialpartners
Chief Compliance Officer
DAWN SLAWSON
1250 EAST DIEHL ROAD
SUITE 404
NAPERVILLE
IL
United States
Tel:
630-780-1534
Fax:
630-599-7087
D*******@**************M
(Full email address available in API data)
Regulatory Contact
NICHOLAS ECONOMOS
FINANCIAL ADVISOR
1250 EAST DIEHL ROAD
SUITE 404
NAPERVILLE
IL
United States
Tel:
(630) 780-1535
N***@**************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 |
|---|---|---|---|---|---|
| NE FINANCIAL SERVICES, INC. | Domestic Entity | – | MEMBER | 06/2014 | > 75% |
| MANUEL, MIACIAH, JOSEPH | Individual | GWP FINANCIAL INC. | OWNER | 01/2020 | > 75% |
| ECONOMOS, NICHOLAS, MICHAEL | Individual | NE FINANCIAL SERVICES, INC. | OWNER | 06/2014 | > 75% |
| SLAWSON, DAWN, MARIE | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2015 | < 5% |
| GWP FINANCIAL INC. | Domestic Entity | – | MEMBER | 01/2020 | < 5% |
| ECONOMOS, NICHOLAS, MICHAEL | Individual | – | MANAGING MEMBER | 06/2014 | < 5% |