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FIDUCIARY MANAGEMENT GROUP, LLC
CRD 136612 · SEC 801-77646
1120 AVENUE OF THE AMERICAS, 4TH FLOOR, NEW YORK, NY, 10036, United States
Phone
212-626-6581
Fax
646-380-3157
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$70.7M
Discretionary AUM
$70.7M
Team
2 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)FAMILY OFFICE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $12.0M |
| High net worth individuals | 15 | $58.7M |
States served
NJ, NY
All web addresses on file
Official SEC filing: View on IAPD