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THE FIDUCIARY GROUP

SAVANNAH, GA · CRD 221530 · IAPD ↗ · tfginvest.com · 912-303-9000

$1.97BRegulatory AUM
11Advisory reps
18Employees
0Clients
26-50Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2024 — THE FIDUCIARY GROUP reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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