FIDUCIARY INVESTMENT ADVISORS, LLC
CRD #140675 SEC #801-66762 WINDSOR, CT 866-466-9412
SEC Registered
Total AUM
$5B
Discretionary
$2.2B
Employees
60
Clients
1
Accounts
224
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2020 | $5B | $2.2B | $2.8B | 60 | 0 |
| May 2020 | $5B | $2.2B | $2.8B | 60 | 0 |
| Mar 2020 | $5B | $2.2B | $2.8B | 60 | 0 |
| Mar 2019 | $1.6B | $1.5B | $171.2M | 61 | 420 |
| May 2018 | $1B | $1B | $0 | 68 | 380 |
| Feb 2018 | $1B | $1B | $0 | 68 | 380 |
| Dec 2017 | $750M | $750M | $0 | 55 | 2 |
| Nov 2017 | $750M | $750M | $0 | 55 | 2 |
| May 2017 | $750M | $750M | $0 | 55 | 400 |
| Mar 2017 | $750M | $750M | $0 | 55 | 400 |
| Dec 2016 | $200.7M | $200.7M | $0 | 57 | 300 |
| Mar 2016 | $200.7M | $200.7M | $0 | 57 | 300 |
| Mar 2015 | $124.5M | $124.5M | $0 | 42 | 200 |
| Jul 2014 | $76.4M | $76.4M | $0 | 42 | 200 |
| Mar 2014 | $76.4M | $76.4M | $0 | 42 | 200 |
| Oct 2013 | $15M | $15M | $0 | 38 | 200 |
| Apr 2013 | $15M | $15M | $0 | 38 | 200 |
| Feb 2007 | $10M | $0 | $10M | -- | -- |
| Nov 2006 | $4.5M | $0 | $4.5M | -- | -- |
DateJul 2020
Total AUM$5B
Discretionary$2.2B
Non-Disc.$2.8B
Employees60
Clients0
DateMay 2020
Total AUM$5B
Discretionary$2.2B
Non-Disc.$2.8B
Employees60
Clients0
DateMar 2020
Total AUM$5B
Discretionary$2.2B
Non-Disc.$2.8B
Employees60
Clients0
DateMar 2019
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$171.2M
Employees61
Clients420
DateMay 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees68
Clients380
DateFeb 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees68
Clients380
DateDec 2017
Total AUM$750M
Discretionary$750M
Non-Disc.$0
Employees55
Clients2
DateNov 2017
Total AUM$750M
Discretionary$750M
Non-Disc.$0
Employees55
Clients2
DateMay 2017
Total AUM$750M
Discretionary$750M
Non-Disc.$0
Employees55
Clients400
DateMar 2017
Total AUM$750M
Discretionary$750M
Non-Disc.$0
Employees55
Clients400
DateDec 2016
Total AUM$200.7M
Discretionary$200.7M
Non-Disc.$0
Employees57
Clients300
DateMar 2016
Total AUM$200.7M
Discretionary$200.7M
Non-Disc.$0
Employees57
Clients300
DateMar 2015
Total AUM$124.5M
Discretionary$124.5M
Non-Disc.$0
Employees42
Clients200
DateJul 2014
Total AUM$76.4M
Discretionary$76.4M
Non-Disc.$0
Employees42
Clients200
DateMar 2014
Total AUM$76.4M
Discretionary$76.4M
Non-Disc.$0
Employees42
Clients200
DateOct 2013
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees38
Clients200
DateApr 2013
Total AUM$15M
Discretionary$15M
Non-Disc.$0
Employees38
Clients200
DateFeb 2007
Total AUM$10M
Discretionary$0
Non-Disc.$10M
Employees--
Clients--
DateNov 2006
Total AUM$4.5M
Discretionary$0
Non-Disc.$4.5M
Employees--
Clients--