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FIDUCIARYVEST, LLC

SEC Form ADV profile.

Total regulatory AUM
$4,933,563,168
Discretionary
$350,336,856
Non-discretionary
$4,583,226,312

Firm details

CRD number
134351
SEC file number
801-63958
Main office
ATLANTA, GA, United States
Employees
10
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees Other

As of October 2026.