Fiduciary Advisors, LLC
Fiduciary Advisors, LLC is an SEC-registered ria in Cottonwood Heights, UT with $520.2M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Fiduciary Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 104189, SEC 801-72971, data through 2026-03-29.
- AUM (assets under management / regulatory AUM)
- $520.2M (2026-03-29)
- Firm type
- Ria
- Location
- Cottonwood Heights, UT
- Employees
- 2
- Clients
- 56
- CRD
- 104189
- Ownership
- KLEIN, MARK, BRUCE; FEDELE, GERRIT, ANDREW; HADAWAY, JAMES, RUSSELL; COLUZZI, MICHAEL, ROBERT; KLEIN, MARK BRUCE
How much AUM does Fiduciary Advisors, LLC have?
Fiduciary Advisors, LLC reported $520.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-29).
Who owns Fiduciary Advisors, LLC?
Disclosed owners and executives of Fiduciary Advisors, LLC include KLEIN, MARK, BRUCE, FEDELE, GERRIT, ANDREW, HADAWAY, JAMES, RUSSELL, COLUZZI, MICHAEL, ROBERT, KLEIN, MARK BRUCE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.