FIDUCIARY ADVISORS, LLC
CRD #104189 SEC #801-72971 COTTONWOOD HEIGHTS, UT 801-492-7341
SEC Registered
Total AUM
$464.5M
Discretionary
$0
Employees
2
Clients
0
Accounts
50
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $464.5M | $0 | $464.5M | 2 | 0 |
| Jan 2025 | $402.7M | $0 | $402.7M | 3 | 0 |
| Mar 2024 | $402.7M | $0 | $402.7M | 3 | 0 |
| Mar 2023 | $333.4M | $0 | $333.4M | 4 | 0 |
| Mar 2022 | $406.9M | $0 | $406.9M | 4 | 0 |
| May 2021 | $361.2M | $0 | $361.2M | 3 | 0 |
| May 2021 | $361.2M | $0 | $361.2M | 3 | 0 |
| Mar 2021 | $361.2M | $0 | $361.2M | 3 | 0 |
| Mar 2020 | $479.6M | $0 | $479.6M | 4 | 0 |
| Aug 2019 | $383.6M | $0 | $383.6M | 4 | 9 |
| Mar 2019 | $383.6M | $0 | $383.6M | 4 | 9 |
| Mar 2018 | $406.1M | $0 | $406.1M | 5 | 17 |
| Oct 2017 | $337.7M | $0 | $337.7M | 5 | 16 |
| Mar 2017 | $337.7M | $0 | $337.7M | 9 | 11 |
| Mar 2016 | $284.6M | $0 | $284.6M | 8 | 11 |
| Apr 2015 | $277.5M | $0 | $277.5M | 7 | 11 |
| Mar 2015 | $277.5M | $0 | $277.5M | 7 | 11 |
| Dec 2014 | $270.9M | $0 | $270.9M | 7 | 1 |
| Nov 2014 | $270.9M | $0 | $270.9M | 7 | 1 |
| Sep 2014 | $242M | $0 | $242M | 7 | 1 |
| Mar 2014 | $242M | $0 | $242M | 7 | 1 |
| Dec 2013 | $201.8M | $0 | $201.8M | 6 | 0 |
| Apr 2013 | $201.8M | $0 | $201.8M | 6 | 0 |
| Feb 2012 | $155M | $0 | $155M | -- | 0 |
| Dec 2011 | $155M | $0 | $155M | -- | 0 |
DateMar 2025
Total AUM$464.5M
Discretionary$0
Non-Disc.$464.5M
Employees2
Clients0
DateJan 2025
Total AUM$402.7M
Discretionary$0
Non-Disc.$402.7M
Employees3
Clients0
DateMar 2024
Total AUM$402.7M
Discretionary$0
Non-Disc.$402.7M
Employees3
Clients0
DateMar 2023
Total AUM$333.4M
Discretionary$0
Non-Disc.$333.4M
Employees4
Clients0
DateMar 2022
Total AUM$406.9M
Discretionary$0
Non-Disc.$406.9M
Employees4
Clients0
DateMay 2021
Total AUM$361.2M
Discretionary$0
Non-Disc.$361.2M
Employees3
Clients0
DateMay 2021
Total AUM$361.2M
Discretionary$0
Non-Disc.$361.2M
Employees3
Clients0
DateMar 2021
Total AUM$361.2M
Discretionary$0
Non-Disc.$361.2M
Employees3
Clients0
DateMar 2020
Total AUM$479.6M
Discretionary$0
Non-Disc.$479.6M
Employees4
Clients0
DateAug 2019
Total AUM$383.6M
Discretionary$0
Non-Disc.$383.6M
Employees4
Clients9
DateMar 2019
Total AUM$383.6M
Discretionary$0
Non-Disc.$383.6M
Employees4
Clients9
DateMar 2018
Total AUM$406.1M
Discretionary$0
Non-Disc.$406.1M
Employees5
Clients17
DateOct 2017
Total AUM$337.7M
Discretionary$0
Non-Disc.$337.7M
Employees5
Clients16
DateMar 2017
Total AUM$337.7M
Discretionary$0
Non-Disc.$337.7M
Employees9
Clients11
DateMar 2016
Total AUM$284.6M
Discretionary$0
Non-Disc.$284.6M
Employees8
Clients11
DateApr 2015
Total AUM$277.5M
Discretionary$0
Non-Disc.$277.5M
Employees7
Clients11
DateMar 2015
Total AUM$277.5M
Discretionary$0
Non-Disc.$277.5M
Employees7
Clients11
DateDec 2014
Total AUM$270.9M
Discretionary$0
Non-Disc.$270.9M
Employees7
Clients1
DateNov 2014
Total AUM$270.9M
Discretionary$0
Non-Disc.$270.9M
Employees7
Clients1
DateSep 2014
Total AUM$242M
Discretionary$0
Non-Disc.$242M
Employees7
Clients1
DateMar 2014
Total AUM$242M
Discretionary$0
Non-Disc.$242M
Employees7
Clients1
DateDec 2013
Total AUM$201.8M
Discretionary$0
Non-Disc.$201.8M
Employees6
Clients0
DateApr 2013
Total AUM$201.8M
Discretionary$0
Non-Disc.$201.8M
Employees6
Clients0
DateFeb 2012
Total AUM$155M
Discretionary$0
Non-Disc.$155M
Employees--
Clients0
DateDec 2011
Total AUM$155M
Discretionary$0
Non-Disc.$155M
Employees--
Clients0