Key facts
- THE FIDUCIARY ALLIANCE is a other based in GREENVILLE, SC.
- THE FIDUCIARY ALLIANCE reports $2.0M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 284924- Regulatory AUM
- $2.0M
- Private fund assets
- —
- Private funds
- —
- Staff
- 76
- Registered office
- GREENVILLE, SC
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as FIDUCIARY ALLIANCE LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for THE FIDUCIARY ALLIANCE are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is THE FIDUCIARY ALLIANCE's AUM?
- THE FIDUCIARY ALLIANCE manages approximately $2.0M in assets.