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FIDUCIARY ADVISOR ADVOCATES
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$109.6M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 109.5M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 169039 |
| SEC Number | 801-78758 |
| Phone | 914-643-6014 |
| Total Employees | 1 |
Client Count by Type (79 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 66 |
| High Net Worth Individual… | 13 |
County data not available for this organization.