Fiduciary Consulting Group, LLC (Manchester)

Fiduciary Consulting Group, LLC is a large advisory firm based in Manchester. It manages $112.09 million of regulatory assets for 50 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of New Hampshire.

Fiduciary Consulting Group provides 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 Consulting Group: assets under management

The assets under management (AUM) of Fiduciary Consulting Group, LLC is $112.09 million. The firm's AUM has grown by 51% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $50.2 million in discretionary accounts and $61.89 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.09 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.38 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Fiduciary Consulting Group, LLC for their services and products based on a percentage of assets under management. 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.

Careers at Fiduciary Consulting Group, LLC

Robert Blair has been acting as President since 1 Jan 2008. Kimberly Ann St. Pierre joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Blair	President	1 Jan 2008	75% - 100%	2621148
Robert John Blair	President, managing member	1 Jan 2008	75% - 100%	2621148
Kimberly Ann St. Pierre	Chief compliance officer	1 Jul 2008	Other	5476502

Based in Manchester

The principal office where Fiduciary Consulting Group, LLC performs its advisory services is located at 77 Pearl Street, Manchester, NH 03101, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.