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FIDUCIARY ADVISORS, INC.

ST. LOUIS, MO · CRD 108239 · IAPD ↗ · fiduciaryadv.com · 314-726-5150

$2.10BRegulatory AUM
2Advisory reps
4Employees
5Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2024 — FIDUCIARY ADVISORS, INC. reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
67
April 2024 — FIDUCIARY ADVISORS, INC. reported RAUM up 35% ($1.14B -> $1.54B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.