Fiducia Group, LLC is a pension cosultant based in Pittsburgh. It manages $1.19 billion of regulatory assets for 49 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Maryland and Pennsylvania.
Fiducia Group provides pension consulting services, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fiducia Group, LLC is $1.19 billion. The firm's AUM has grown by 39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Fiducia Group, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to corporations or other businesses and pension and profit sharing plans. The largest group of clients of Charles Howard Kennedy is pension and profit sharing plans with 45 clients and $1.19 billion of assets under management. Among the 8 most similar advisory firms, Fiducia Group has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $1.19 billion for 46 clients. None of the firm’s clients are foreign persons or businesses.
Fiducia Group doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Charles Howard Kennedy has been acting as President since 1 Mar 2008. Courtenay Virginia Shipley joined the executive team most recently as the Principal.
The principal office where Fiducia Group, LLC performs its advisory services is located at 100 West Station Square Drive, Pittsburgh, PA 15219, 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 412-540-2302. The normal business hours are 8:30 - 5:00 on Monday - Friday. You can find more information about the New York firm at fiduciaretirement.com.