Fiduciary International Inc is an adviser based in New York. It manages $19.9 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.
Fiduciary International provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fiduciary International Inc is $19.9 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -97% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Fiduciary International Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Lawrence Adam Sternkopf has been acting as President since 1 May 2002. Ronald J. Sanchez has served as the Chief Investment Officer since 1 Jun 2014. Michael J. Hogan joined the executive team most recently as the Chief Financial Officer.
The principal office where Fiduciary International Inc performs its advisory services is located at 280 Park Avenue, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-632-3000 or by fax 212-632-3002. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at franklintempleton.com/.