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FIDUCIARY BENEFITS GROUP
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Assets Under Management
$843.4M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 585.4M |
| Non-Discretionary | 258.1M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 326204 |
| SEC Number | 801-127947 |
| Phone | 844-967-8491 |
| Total Employees | 3 |
Client Count by Type (261 Total)
| Category | Value |
|---|---|
| Pension/Profit Sharing Pl… | 117 |
| High Net Worth Individual… | 85 |
| Individuals (other than H… | 59 |
County data not available for this organization.