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Fiduciary Alliance

Company Profile

Company profile

Website

tiktok.com/@adviceinyourbestinterest

Incorporated

Fiscal year end

SEC CIK

IRS number

352569369

SEC advisor number

801-108283

FINRA CRD number

284924

AUM ?

$864.80 mm (as of 6 Jun 23)

Accounts

11,514 (as of 6 Jun 23)

Employees

37 (23 investment advisory or research)

Office hours

Monday - Friday, 9AM - 4PM

Brochures

Tfa Adv 2A (10 Apr 23)

Ownership

Owner	Title	From	%Ownership
Mahfood, Anthony, Richard	Managing Member	08/2016	50-75%
Boughner, Brian, James	Managing Member	08/2016	50-75%
Latham, Victoria, Regina	Chief Compliance Officer	10/2022	< 5%
Towner, Gregory, Miller	Chief Investment Officer	08/2016	< 5%

Latest filings (excl ownership)

Annual report of proxy voting record

Latest ownership filings

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

Quarterly holdings report by institutional manager

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