FiduciaryVest, LLC Company Profile, Contacts & Intelligence

Financial ServicesAtlanta, Georgia, United States6 employeesFounded 2005
3 contacts with email or phone data3 with email data1 with phone data
View verified contacts Compare competitors
Employees
6
Company source estimate
Reachable Contacts
3
Visible contacts with email or phone data
Contacts With Email
3
3 of 4 visible contacts
Departments
2
Mapped contact coverage

FiduciaryVest, LLC Overview

FiduciaryVest is an independent, employee-owned investment advisory firm. As such, we provide objective consulting services and advice that is solely in the interests of our clients. We assist our clients in the oversight of 401k and pension plans, non-qualified retirement plans, foundations, endowments and hospital balance sheets. By design, we are free from the influences of any revenue sources other than direct compensation by our clients. We believe that each client has unique investing needs and risk-taking context. We seek to create the overall result that clients will be unattractive defendants to any legal counsel who may consider fiduciary litigation against our clients.

Headquarters
Atlanta, Georgia, United States
Website
fiduciaryvest.com
Industry
Financial Services
Founded
2005
NAICS
Finance and Insurance, Monetary Authorities-Central Bank
Phone Number
Available in AeroLeads
Company Email
Available in AeroLeads
Fiduciary risk management LDI Retirement Plan Consulting ERISA Foundations Endowments Hospitals Pension Plans Recordkeeper Search Benchmarking Custom Target Date 401(k)

FiduciaryVest, LLC Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

3 contacts with contact data
3 with email data and 1 with phone data in the visible sample.
2 departments represented
Visible contacts with email or phone data are mapped to these departments.
5 company-domain emails
Visible contacts using FiduciaryVest, LLC's company email domain.
General
4
Legal
1

FiduciaryVest, LLC People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

J
Jason Small
Delivering Investment Solutions
E
J
J Dillon Collins
Providing Independent Fiduciary
E
M
Mark Kallis, Cfa
Senior Consultant at Fiduciaryvest, Llc
EP
E
Edward S. Michelson
Providing Independent Fiduciary

FiduciaryVest, LLC Workforce Composition

Seniority breakdown across 6 visible profiles.

Individual contributor
4
Manager
1
Senior / Lead
1

Compare Similar Companies to FiduciaryVest, LLC

Explore companies in related markets and compare their industry and employee estimates.

Company Industry / match Employee estimate Page
Children's Healthcare of Atlanta Hospitals And Health Care 11.80K View company
Notre Dame Academy Education Administration Programs 93 View company
Greenspring Advisors Financial Services 49 View company
Atlanta Consulting Group Financial Services 27 View company
Titan Investors Financial Services 23 View company
Velocity Productions Events Services 15 View company
Yeshiva Ohr Yisrael Education Administration Programs 15 View company
Bluearc Capital LLC Multi-signal peer 12 View company
Concordia Anesthesiology, Inc. Hospitals And Health Care 8 View company
Steben & Company Financial Services 6 View company