Active
FIDUCIARY WEALTH PARTNERS, LLC
Investment Advice|NEWTON LOWER FALLS, MA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$1.4B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 1.2B |
| Non-Discretionary | 195.5M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 160696 |
| SEC Number | 801-73067 |
| Street Address | 2310 WASHINGTON STREET |
| Street Address 2 | 3RD FLOOR |
| Location | NEWTON LOWER FALLS, MA 02462 |
| Country | United States |
| Phone | 617-602-1900 |
| Total Employees | 9 |
Client Count by Type (102 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 102 |
County data not available for this organization.