THE FIDUCIARY ALLIANCE

THE FIDUCIARY ALLIANCE of GREENVILLE, SC is an SEC-registered investment adviser (CRD 284924). Regulatory assets under management: $2.5B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (12)

NameRoleLocation
Anthony Richard MahfoodMANAGING MEMBER
Brian James BoughnerMANAGING MEMBER
Victoria Regina LathamCHIEF COMPLIANCE OFFICER
Gregory Miller TownerCHIEF INVESTMENT OFFICER
MAHFOOD ANTHONY RICHARDMANAGING MEMBER; MANAGING MEMBER AND CCO
BOUGHNER BRIAN JAMESCHIEF COMPLIANCE OFFICER; MANAGING MEMBER
CANZERI STUART SOMMERVILLEMANAGING MEMBER
HUGHES DAVID PARKERMANAGING MEMBER
CULLEN JAMES MICHAELCHIEF COMPLIANCE OFFICER
LATHAM VICTORIA REGINACHIEF COMPLIANCE OFFICER
TOWNER GREGORY MILLERCHIEF INVESTMENT OFFICER
Susan S HarvellCHIEF COMPLIANCE OFFICER

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