Fiduciary Financial Partners, LLC
Fiduciary Financial Partners, LLC is an SEC-registered wealth manager in Naperville, IL with $293.3M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Fiduciary Financial Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 156389, SEC 801-78241, data through 2026-04-21.
- AUM (assets under management / regulatory AUM)
- $293.3M (2026-04-21)
- Firm type
- Wealth Manager
- Location
- Naperville, IL
- Employees
- 6
- Clients
- 220
- CRD
- 156389
- Ownership
- NE FINANCIAL SERVICES, INC.; SLAWSON, DAWN, MARIE; ECONOMOS, NICHOLAS, MICHAEL; HILLMAN, JOHN, BISHOP; GWP FINANCIAL INC.
How much AUM does Fiduciary Financial Partners, LLC have?
Fiduciary Financial Partners, LLC reported $293.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-21).
Who owns Fiduciary Financial Partners, LLC?
Disclosed owners and executives of Fiduciary Financial Partners, LLC include NE FINANCIAL SERVICES, INC., SLAWSON, DAWN, MARIE, ECONOMOS, NICHOLAS, MICHAEL, HILLMAN, JOHN, BISHOP, GWP FINANCIAL INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.