Fiduciary Investment Mgmt Intl Inc (Washington)

Fiduciary Investment Mgmt Intl Inc is a large advisory firm based in Washington. It manages $405 million of regulatory assets for 212 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, District of Columbia, Florida, and 5 other states.

Fiduciary Investment Mgmt Intl provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fiduciary Investment Mgmt Intl: assets under management

The assets under management (AUM) of Fiduciary Investment Mgmt Intl Inc is $405 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $405 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.91 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Fiduciary Investment Mgmt Intl 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.

Careers at Fiduciary Investment Mgmt Intl Inc

Carol K. Demitz has been acting as President since 1 Aug 1999. Jane Scott Cantus joined the executive team most recently as the Sr. Vp, Businessdevelopment And Client Services.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gail E Cohen	Director	1 Jul 1998	Other	4370736
James C. Goodfellow	Director	1 Jul 1998	Other	4330094
Stephen Clinton Thormahlen	Director, president	1 Jul 1998	Other	1900530
Christine M. Ferrante	Treasurer	1 Jul 1998	Other	4330097
Gail Ehrick Cohen	Director	1 Jul 1998	Other	4370736
James Charles Goodfellow	Chairman & director	1 Jul 1998	Other	4330094
Inc. Fiduciary International Holding	Shareholder	1 Jan 1999	75% - 100%	13-2845170
Carol K. Demitz	Director	1 Aug 1999	Other	4330100
Susan Garcia	Director	1 Oct 2001	Other	4476031
Susan Ann Garcia	Director	1 Oct 2001	Other	4476031
Lawrence Adam Sternkopf	Treasurer	1 Mar 2002	Other	4618036
Jane Scott Cantus	Sr. vp, businessdevelopment and client services	1 Oct 2003	Other	4566853

Indirect Owners

The SEC currently registers 5 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Fiduciary Trust Company International	Shareholder	1 Feb 1970	75% - 100%	13-5069335
Fiduciary Investment Corporation	Shareholder	1 Apr 1998	75% - 100%	13-2657470
Fiduciary Investment Corporation	Shareholder	1 Jul 1998	75% - 100%	13-2657470
Fiduciary Trust Company International	Shareholder	1 Jul 1998	75% - 100%	13-5069335
Inc. Franklin Resources	Shareholder	1 Apr 2001	75% - 100%	13-2670991

Based in Washington

The principal office where Fiduciary Investment Mgmt Intl 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.