Fiduciary Investment Management International, Inc. is a large advisory firm based in Washington. It manages $695.56 million of regulatory assets for 207 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Delaware, District of Columbia, and 8 other states.
Fiduciary Investment Management International provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fiduciary Investment Management International, Inc. is $695.56 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 72% since the beginning of its operation, and $7.98 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Fiduciary Investment Management International, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Henry Pierce Johnson is high net worth individuals with 204 clients and $686.56 million of assets under management. Among the 11 most similar advisory firms, Fiduciary Investment Management International has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $686.56 million for 204 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Fiduciary Investment Management International doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 20 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Henry Pierce Johnson has been acting as President since 1 Apr 2005. John Marshall Dowd joined the executive team most recently as the Director.
The principal office where Fiduciary Investment Management International, Inc. performs its advisory services is located at 1133 Connecticut Avenue, Nw, Washington, DC 20036, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 202-822-2110 or by fax 202-822-2118. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at franklintempleton.com/.