FIDUCIARYPLANREVIEW.COM, LLC
Legal name: FIDUCIARYPLANREVIEW
CRD #151486 SEC #801-70601 MIRAMAR BEACH, FL 866-318-4015
SEC Registered
Total AUM
$91M
Discretionary
$91M
Employees
1
Clients
--
Accounts
12
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2013 | $91M | $91M | $0 | 1 | 11 |
| Mar 2013 | $91M | $91M | $0 | 1 | 11 |
| Apr 2012 | $42M | $42M | $0 | 1 | 1 |
DateMay 2013
Total AUM$91M
Discretionary$91M
Non-Disc.$0
Employees1
Clients11
DateMar 2013
Total AUM$91M
Discretionary$91M
Non-Disc.$0
Employees1
Clients11
DateApr 2012
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees1
Clients1