FIDUCIARY FIRST ADVISING, LLC

FIDUCIARY FIRST ADVISING, LLC of ROCHESTER, NY is an SEC-registered investment adviser (CRD 317659). Regulatory assets under management: $19.7M.

Registration

• CRD: 317659
• Type: Registered investment adviser
• Location: 160 LINDEN OAKS, ROCHESTER, NY, 14625
• Phone: 585 330 8031
• Latest filing: 2026-03-29
• Regulatory AUM: $19.7M
• Discretionary AUM: $19.7M
• Clients: 1
• Accounts: 95

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317659 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search