FIDUCIARY BENEFITS GROUP
SEC Form ADV profile.
Total regulatory AUM
$1,065,821,531
Discretionary
$1,023,057,397
Non-discretionary
$42,764,134
Firm details
- CRD number
- 326204
- SEC file number
- 801-127947
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.