Sign in Sign up for free

Fiduciary Advisory & Management Co Inc (Dallas)


Fiduciary Advisory & Management Co Inc is a large advisory firm based in Dallas. It manages $263.89 million of regulatory assets for 267 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Louisiana, and Texas.

Logo



Fiduciary Advisory & Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fiduciary Advisory & Management: assets under management

The assets under management (AUM) of Fiduciary Advisory & Management Co Inc is $263.89 million. The firm's AUM has gone down by -33% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $67.2 million in discretionary accounts and $196.69 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $261.47 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $19.67 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fiduciary Advisory & Management Co Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Dallas

The principal office where Fiduciary Advisory & Management Co Inc performs its advisory services is located at 8350 North Central Expressway, Dallas, TX 75206, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (972)392-1232 or by fax (972)392-4083. The normal business hours are by appointment only on Monday - Friday. You can find more information about the New York firm at www.famcoinc.com.


Registered investment advisers similar to Fiduciary Advisory & Management Co Inc