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U.S. Fiduciary
About
U.S. Fiduciary is a financial firm offering a number of accounts-related services such as managed accounts, asset allocation and more.
- 1 - 10
Highlights
Details
- Last Funding Type
- Series Unknown
- Last Funding Money Raised
- $9M
- Industries
- Finance
- Founded date
- Jan 1, 2003
- Number Of Employee
- 1 - 10
- Operating Status
- Active
U.S. Fiduciary, Inc. operates as a boutique financial services firm. Its products include managed accounts, mutual fund and ETF model portfolios, and advisor managed portfolios; and Client Acquisition Tool, which allows advisors to profile clients to determine their goals, preferences, and risk tolerance. The company also provides asset allocation modeling and research; brokerage services; and portfolio administration performance reporting services. In addition, it offers professional development curriculum that covers a range of topics, such as portfolio construction, asset allocation, manager research and selection, the use of alternative investments, behavioral finance, compliance, and fiduciary responsibility. The company serves investment advisors and their high net worth and institutional clients. It has strategic partnership with CRA RogersCasey, Frontier Asset Management, and Greenrock Research. U.S. Fiduciary, Inc. was founded in 2003 and is based in Houston, Texas.
Funding Rounds
| Announced Date | Round | Money Raised | Number of Investors | Lead Investors | Post Valuation | |
|---|---|---|---|---|---|---|
| Apr 12, 2007 | Series Unknown | $9M | 1 |
Advantage Capital
|
— | Detail |
Investors
| Investor Name | Lead Investor | Funding Round |
|---|---|---|
|
Advantage Capital
|
Yes | Series Unknown |
