Allocator Index · CRD 172103

FIDUCIARY FINANCIAL ADVISORS

Grand Rapids, MI · 616-622-3062 · instagram.com/fiduciary_financial_advisors

SEC IAPD record ↗

Fit score

74

  • hnw>=500+22
  • aum $250M-$3.0B+22
  • any_private_fund+22
  • employees 3-60+8

HNW clients

555

Other individuals

1,609

HNW assets

$961.0M

Total AUM

$1.33B

Employees

50

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
FFA MCN FUND 5, LLCVenture Capital Fund$8.6M
FFA HCM STRIPE, LLCVenture Capital Fund$8.3M