RIA Intel›Advisers›Massachusetts›FIDUCIARY TRUST INTERNATIONAL, LLC

FIDUCIARY TRUST INTERNATIONAL, LLC

Advisory

N·LINCOLN, MA

Data as of Dec 23, 2024 · Source: SEC Form ADV

Total AUM

$7.7B

1-Year AUM Growth

+15.7%

3-Year CAGR

-1.1%

Employees

23

Assets Under Management

Total AUM$7.7B

Discretionary AUM$7.1B

Non-Discretionary AUM$550M

Discretionary %92.8%

Total Clients76

Team

Total Employees23

Investment Advisers50

Employee Growth (1Y)+13.6%

Filing History

Total Filings on Record56

First FilingApr 14, 2003

Latest FilingDec 23, 2024

🔒 Full AUM trend chart and 56 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FIDUCIARY TRUST INTERNATIONAL, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.