FIDUCIARY INVESTMENT SOLUTIONS, INC.
CRD #111127 SEC #801-51406 PHILADELPHIA, PA 215-567-1100
SEC Registered
Total AUM
$1.2B
Discretionary
$0
Employees
--
Clients
0
Accounts
1
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 3, 2004
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GRAVES, ORIM | I | SENIOR VICE PRESIDENT | NA | Control |
| JOHNSON, LUCIOUS, DINLLO | I | SENIOR VICE PRESIDENT | NA | Control |
| SIMMS REED, SHELLEY | I | CCO & COO | NA | Control |
| SWAN, EDWARD, MCCALLAN | I | PRESIDENT | NA | Control |
| POITEVIEN, TINA, B | I | PRESIDENT & CEO | E | Control |
| POITEVIEN, TINA, B | I | CEO & CIO | E | Control |
| POITEVIEN, TINA, B | I | CEO & CIO | E | Control |
| SWAN, EDWARD, MCCALLAN | I | PRESIDENT | B | Control |
| BLAIR, DONNA, JOHNSON | I | EXECUTIVE VICE PRESIDENT | A | Control |
Registrations
Federal
IA
Sep 3, 2004 REGISTERED
Address
1608 WALNUT STREETSUITE 600
PHILADELPHIA, PA 19103
USA
Phone: 215-567-1100