Fiduciary First, LLC is a large advisory firm based in Maitland. It manages $3.47 billion of regulatory assets for 123 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Florida.
Fiduciary First provides pension consulting services. 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 Fiduciary First, LLC is $3.47 billion. The firm's AUM has grown by 1099% 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 Fiduciary First, LLC 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.
The firm provides services to charitable organizations, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Nicholas Dominic Dellavedova is pension and profit sharing plans with 64 clients and $2.64 billion of assets under management. Among the 7 most similar advisory firms, Fiduciary First has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $3.47 billion for 123 clients. None of the firm’s clients are foreign persons or businesses.
Fiduciary First doesn't advise any private funds.
The company employs 12 people that are either part- or full-time employees. 17 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person 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.
Nicholas Dominic Dellavedova has been acting as President since 1 Oct 2018. Brett Ronald Schneider joined the executive team most recently as the Manager.
The principal office where Fiduciary First, LLC performs its advisory services is located at 1060 Maitland Center Commons, Maitland, FL 32751, which is also the mailing address of the firm. An additional office of the firm is in Aliso Viejo, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 407-740-6111 or by fax 407-740-6113. The normal business hours are 8:30 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at fiduciaryfirst.com.