Fiduciary Partners, Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 0
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Kipp Nyc 403(b) Retirement Plan Kipp Nyc, Llc | 2024 | |
| Desimone Consulting Engineering 401(k) Plan Desimone Consulting Engineering, D.P.C. | 2024 | |
| Minerals Technologies Inc. Retirement Plan Minerals Technologies Inc. | 2024 | |
| Minerals Technologies Inc. Retirement Plan Pc&E Amcol International Corporation | 2024 | |
| Nelson Worldwide, Llc 401(k) Plan Nelson Worldwide, Llc | 2024 | |
| National Domestic Workers Alliance 401(k) Plan National Domestic Workers Alliance | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gabriel Paul Janusa | Registered representative | Oct 2017 (9y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (6)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Kipp Nyc 403(b) Retirement Plan | Kipp Nyc, Llc | 1,306 | $94.6M | 01/01/2024 |
| Desimone Consulting Engineering 401(k) Plan | Desimone Consulting Engineering, D.P.C. | 338 | $51.2M | 01/01/2024 |
| Minerals Technologies Inc. Retirement Plan | Minerals Technologies Inc. | 270 | $183M | 01/01/2024 |
| Minerals Technologies Inc. Retirement Plan Pc&E | Amcol International Corporation | 111 | $89.9M | 01/01/2024 |
| Nelson Worldwide, Llc 401(k) Plan | Nelson Worldwide, Llc | 513 | $80.2M | 01/01/2024 |
| National Domestic Workers Alliance 401(k) Plan | National Domestic Workers Alliance | 46 | $3.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/22/2023 | 1.23 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Pension consulting services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 22, 2023.
View current Form ADV (SEC/IAPD) ↗