FIDUCIARY FINANCIAL GROUP, LLC of SAN RAFAEL, CA is an SEC-registered investment adviser (CRD 285681). Regulatory assets under management: $1.1B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Richard Lloyd Davey | MANAGING MEMBER | — |
| Trevor Patrick Scotto | MEMBER | — |
| Thomas Whitney Vogelheim | MEMBER | — |
| Christopher Joseph Moore | CHIEF COMPLIANCE OFFICER | — |
| DAVEY RICHARD LLOYD | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Scotto Trevor Patrick | MEMBER; MEMBER/CHIEF COMPLIANCE OFFICER | — |
| TORRES VICTOR JAVIER | MEMBER | — |
| VOGELHEIM THOMAS WHITNEY | MEMBER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| BOISE | ID | 5 | 2089576922 |
| WALNUT CREEK | CA | 1 | (415) 717-4831 |
| — | — | 1 | (682) 321-1311 |
| — | — | 1 | 208-957-6922 |