RIA Intel›Advisers›Connecticut›FIDUCIARY CAPITAL MANAGEMENT, INC.

FIDUCIARY CAPITAL MANAGEMENT, INC.

Advisory

N·WALLINGFORD, CT

Data as of Mar 8, 2017 · Source: SEC Form ADV

Total AUM
$2.6B
1-Year AUM Growth
+1.4%
3-Year CAGR
-9.4%
Employees
6
Assets Under Management
Total AUM$2.6B
Discretionary AUM$2.6B
Non-Discretionary AUM$54M
Discretionary %98%
Total Clients—
Team
Total Employees6
Investment Advisers7
Employee Growth (1Y)—
Filing History
Total Filings on Record23
First FilingJan 30, 2001
Latest FilingMar 8, 2017
🔒 Full AUM trend chart and 23 historical filings spanning 16+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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