FIDUCIA GROUP, LLC
CRD #147134 SEC #801-69357 PITTSBURGH, PA 412-540-2302
SEC Registered
Total AUM
$1.9B
Discretionary
$63M
Employees
3
Clients
--
Accounts
48
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $1.9B | $63M | $1.9B | 3 | 0 |
| Mar 2020 | $1.7B | $51.9M | $1.6B | 3 | 0 |
| Mar 2019 | $1.2B | $40M | $1.2B | 4 | 0 |
| Mar 2018 | $1.2B | $23.4M | $1.2B | 4 | 0 |
| Mar 2017 | $1B | $28M | $994.1M | 5 | 26 |
| Feb 2016 | $973.6M | $18M | $955.6M | 3 | 26 |
| Mar 2015 | $919.5M | $17.5M | $902.1M | 3 | 26 |
| Dec 2014 | $1.1B | $64.3M | $986.3M | 3 | 26 |
| May 2014 | $1.1B | $64.3M | $986.3M | 3 | 26 |
| May 2014 | $1.1B | $64.3M | $986.3M | 4 | 26 |
| Mar 2014 | $1.1B | $64.3M | $986.3M | 4 | 26 |
| Mar 2013 | $858.1M | $19.9M | $838.2M | 4 | 26 |
DateMar 2021
Total AUM$1.9B
Discretionary$63M
Non-Disc.$1.9B
Employees3
Clients0
DateMar 2020
Total AUM$1.7B
Discretionary$51.9M
Non-Disc.$1.6B
Employees3
Clients0
DateMar 2019
Total AUM$1.2B
Discretionary$40M
Non-Disc.$1.2B
Employees4
Clients0
DateMar 2018
Total AUM$1.2B
Discretionary$23.4M
Non-Disc.$1.2B
Employees4
Clients0
DateMar 2017
Total AUM$1B
Discretionary$28M
Non-Disc.$994.1M
Employees5
Clients26
DateFeb 2016
Total AUM$973.6M
Discretionary$18M
Non-Disc.$955.6M
Employees3
Clients26
DateMar 2015
Total AUM$919.5M
Discretionary$17.5M
Non-Disc.$902.1M
Employees3
Clients26
DateDec 2014
Total AUM$1.1B
Discretionary$64.3M
Non-Disc.$986.3M
Employees3
Clients26
DateMay 2014
Total AUM$1.1B
Discretionary$64.3M
Non-Disc.$986.3M
Employees3
Clients26
DateMay 2014
Total AUM$1.1B
Discretionary$64.3M
Non-Disc.$986.3M
Employees4
Clients26
DateMar 2014
Total AUM$1.1B
Discretionary$64.3M
Non-Disc.$986.3M
Employees4
Clients26
DateMar 2013
Total AUM$858.1M
Discretionary$19.9M
Non-Disc.$838.2M
Employees4
Clients26