Fiduciaryvest, LLC
Fiduciaryvest, LLC (CRD# 134351) is a financial advisory firm headquartered in Atlanta, GA. They manage $4,640,902,467 in 56 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management4,641MILLION
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Total Number of Accounts56ACCOUNTS
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Average Account Value$82,873,258
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
GA, PA
Joe Buckalew (CRD# 1832857) is an Investment Advisor Representative working at Fiduciaryvest, LLC in Atlanta, GA and has over 28 years of experience in the finance industry.
Mark Kallis (CRD# 2762977) is an Investment Advisor Representative working at Fiduciaryvest, LLC in Atlanta, GA and has over 27 years of experience in the finance industry.
Harold Small (CRD# 4364777) is an Investment Advisor Representative working at Fiduciaryvest, LLC in Atlanta, GA and has over 19 years of experience in the finance industry.
Jason Small (CRD# 5958262) is an Investment Advisor Representative working at Fiduciaryvest, LLC in Radnor, PA and has 1 year of experience in the finance industry.