Fiduciary Management, based in Milwaukee, Wisconsin, is ranked No. 35 on the 2020 CNBC Financial Advisor 100 list. This is the firm's first year on CNBC's FA 100 list.
Total AUM: $23.4B+ (AccuPoint Solutions)
Years in Business: 40 (AccuPoint Solutions)
Accounts Under Management: 1,303 (AccuPoint Solutions)
Previous appearances on FA 100 List: 0
Patrick English, Chairman, Chief Executive Officer & Chief Investment Officer
John Brandser, President, Chief Operating Officer & Chief Compliance Officer
100 E. Wisconsin Avenue, Suite 2200, Milwaukee, WI 53202