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FIDUCIARY MANAGEMENT GROUP, LLC

NEW YORK, NY · CRD 136612 · IAPD ↗ · fmgwealth.com · 212-626-6581

$70.7MRegulatory AUM
1Advisory reps
2Employees
0Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2025 — FIDUCIARY MANAGEMENT GROUP, LLC reported RAUM up 30% ($49.4M -> $64.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2024 — FIDUCIARY MANAGEMENT GROUP, LLC reported RAUM up 30% ($37.9M -> $49.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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