Fiduciary Alliance is an investment advisor in Greenville with $864.80 mm assets under management.
Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
352569369
SEC advisor number
801-108283
FINRA CRD number
284924
AUM ?
$864.80 mm
(as of 6 Jun 23)
Accounts
11,514
(as of 6 Jun 23)
Employees
37
(23 investment advisory or research)
Office hours
Monday - Friday, 9AM - 4PM
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Mahfood, Anthony, Richard | Managing Member | 08/2016 | 50-75% |
Boughner, Brian, James | Managing Member | 08/2016 | 50-75% |
Latham, Victoria, Regina | Chief Compliance Officer | 10/2022 | < 5% |
Towner, Gregory, Miller | Chief Investment Officer | 08/2016 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
17 Apr 24
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
18 Jul 23
13F-HR
Quarterly holdings report by institutional manager
18 Apr 23
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23