Tech stack
No one at Fiduciary Management, Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Northern Trust
Per Form ADV · $1.8B held · filed Mar 2024
Schwab
Per Form ADV · $631M held · filed Mar 2024
U.S. Bank
Per Form ADV · $605M held · filed Mar 2024