FIDUCIARY FINANCIAL GROUP, LLC
CRD #285681 SEC #801-121655 SAN RAFAEL, CA 415-352-1100
SEC Registered
Total AUM
$865.2M
Discretionary
$862M
Employees
9
Clients
251
Accounts
381
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $865.2M | $862M | $3.2M | 9 | 0 |
| Mar 2025 | $698M | $695.4M | $2.6M | 9 | 0 |
| Mar 2025 | $698M | $695.4M | $2.6M | 8 | 0 |
| Dec 2024 | $692.9M | $690.2M | $2.7M | 8 | 3 |
| Jul 2024 | $544.6M | $542.2M | $2.4M | 8 | 3 |
| May 2024 | $544.6M | $542.2M | $2.4M | 7 | 3 |
| Feb 2024 | $544.6M | $542.2M | $2.4M | 7 | 3 |
| Jan 2024 | $544.6M | $542.2M | $2.4M | 7 | 3 |
| Nov 2023 | $485.4M | $483.1M | $2.3M | 7 | 15 |
| Jul 2023 | $485.4M | $483.1M | $2.3M | 7 | 15 |
| Jun 2023 | $405.1M | $402.9M | $2.2M | 7 | 15 |
| Apr 2023 | $405.1M | $402.9M | $2.2M | 7 | 15 |
| Mar 2023 | $405.1M | $402.9M | $2.2M | 7 | 15 |
| Feb 2023 | $405.1M | $402.9M | $2.2M | 7 | 15 |
| Jan 2023 | $405.1M | $402.9M | $2.2M | 7 | 15 |
| Oct 2022 | $353.2M | $351M | $2.2M | 7 | 15 |
| Sep 2022 | $323.5M | $321M | $2.5M | 7 | 15 |
| Aug 2022 | $323.5M | $321M | $2.5M | 7 | 15 |
| Jun 2022 | $323.5M | $321M | $2.5M | 7 | 15 |
| Apr 2022 | $323.5M | $321M | $2.5M | 7 | 15 |
| Jan 2022 | $307M | $303.9M | $3.1M | 6 | 15 |
| Jul 2021 | $244M | $241M | $3M | 5 | 0 |
| Jun 2021 | $244M | $241M | $3M | 5 | 0 |
| Jun 2021 | $244M | $241M | $3M | 5 | 0 |
DateAug 2025
Total AUM$865.2M
Discretionary$862M
Non-Disc.$3.2M
Employees9
Clients0
DateMar 2025
Total AUM$698M
Discretionary$695.4M
Non-Disc.$2.6M
Employees9
Clients0
DateMar 2025
Total AUM$698M
Discretionary$695.4M
Non-Disc.$2.6M
Employees8
Clients0
DateDec 2024
Total AUM$692.9M
Discretionary$690.2M
Non-Disc.$2.7M
Employees8
Clients3
DateJul 2024
Total AUM$544.6M
Discretionary$542.2M
Non-Disc.$2.4M
Employees8
Clients3
DateMay 2024
Total AUM$544.6M
Discretionary$542.2M
Non-Disc.$2.4M
Employees7
Clients3
DateFeb 2024
Total AUM$544.6M
Discretionary$542.2M
Non-Disc.$2.4M
Employees7
Clients3
DateJan 2024
Total AUM$544.6M
Discretionary$542.2M
Non-Disc.$2.4M
Employees7
Clients3
DateNov 2023
Total AUM$485.4M
Discretionary$483.1M
Non-Disc.$2.3M
Employees7
Clients15
DateJul 2023
Total AUM$485.4M
Discretionary$483.1M
Non-Disc.$2.3M
Employees7
Clients15
DateJun 2023
Total AUM$405.1M
Discretionary$402.9M
Non-Disc.$2.2M
Employees7
Clients15
DateApr 2023
Total AUM$405.1M
Discretionary$402.9M
Non-Disc.$2.2M
Employees7
Clients15
DateMar 2023
Total AUM$405.1M
Discretionary$402.9M
Non-Disc.$2.2M
Employees7
Clients15
DateFeb 2023
Total AUM$405.1M
Discretionary$402.9M
Non-Disc.$2.2M
Employees7
Clients15
DateJan 2023
Total AUM$405.1M
Discretionary$402.9M
Non-Disc.$2.2M
Employees7
Clients15
DateOct 2022
Total AUM$353.2M
Discretionary$351M
Non-Disc.$2.2M
Employees7
Clients15
DateSep 2022
Total AUM$323.5M
Discretionary$321M
Non-Disc.$2.5M
Employees7
Clients15
DateAug 2022
Total AUM$323.5M
Discretionary$321M
Non-Disc.$2.5M
Employees7
Clients15
DateJun 2022
Total AUM$323.5M
Discretionary$321M
Non-Disc.$2.5M
Employees7
Clients15
DateApr 2022
Total AUM$323.5M
Discretionary$321M
Non-Disc.$2.5M
Employees7
Clients15
DateJan 2022
Total AUM$307M
Discretionary$303.9M
Non-Disc.$3.1M
Employees6
Clients15
DateJul 2021
Total AUM$244M
Discretionary$241M
Non-Disc.$3M
Employees5
Clients0
DateJun 2021
Total AUM$244M
Discretionary$241M
Non-Disc.$3M
Employees5
Clients0
DateJun 2021
Total AUM$244M
Discretionary$241M
Non-Disc.$3M
Employees5
Clients0