Fiduciary Management Group, LLC
Fiduciary Management Group, LLC is an SEC-registered ria in New York, NY with $70.7M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Fiduciary Management Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 136612, SEC 801-77646, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $70.7M (2026-03-04)
- Firm type
- Ria
- Location
- New York, NY
- Employees
- 2
- Clients
- 52
- CRD
- 136612
- Ownership
- THORNTON, IVAN, TYRONE; THORNTON, THOMASINA, RENEE; PROKO, ELENI; ROTHMAN, MELISSA, SARA
How much AUM does Fiduciary Management Group, LLC have?
Fiduciary Management Group, LLC reported $70.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Fiduciary Management Group, LLC?
Disclosed owners and executives of Fiduciary Management Group, LLC include THORNTON, IVAN, TYRONE, THORNTON, THOMASINA, RENEE, PROKO, ELENI, ROTHMAN, MELISSA, SARA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.