← 栏目首页 | 数据源:SEC Form ADV Part 1(FOIA 全量数据包)· 该机构最新一次申报(12/19/2024)
FIDUCIENT ADVISORS LLC · 所有者与执行高管(CRD 106720)
机构事实页:FIDUCIENT ADVISORS LLC 事实页 → | 官方原文:IAPD firm-summary/106720
Schedule A · 直接所有者(15 条)
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| DIMEO, ROBERT, ALLEN | 个人 | CHAIRMAN | 是 | NA |
| BENOIT, MICHAEL, STEVEN | 个人 | MANAGER, TREASURER | 是 | NA |
| MOO, VERONICA, EI CHUN | 个人 | SENIOR VICE PRESIDENT | 是 | NA |
| KACHMAR, CHRISTOPHER, FRANCIS | 个人 | CHIEF MARKET STRATEGIST | 是 | NA |
| GOLDMAN, MICHAEL, NATHAN | 个人 | MANAGER | 是 | NA |
| NELSON, CARL, EDWARD | 个人 | MANAGER | 是 | NA |
| HILZENRATH, ROBERT, JAY | 个人 | MANAGER | 是 | NA |
| SHARONI, ELAN, JONATHAN | 个人 | MANAGER | 是 | NA |
| SPRADLEY, SUZANNE, F | 个人 | SENIOR VICE PRESIDENT | 是 | NA |
| FIDUCIENT HOLDINGS, LLC | 境内实体 | OWNER | 是 | E |
| BAILEY, SABRINA, MARIE | 个人 | CHIEF EXECUTIVE OFFICER | 是 | NA |
| LONG, BRAD, L | 个人 | CHIEF INVESTMENT OFFICER | 是 | NA |
| GOSS, MICHAEL, EDMOND | 个人 | PRESIDENT, MANAGING PARTNER | 是 | NA |
| PAPANIKOLAOU, EVANS | 个人 | CHIEF OPERATING OFFICER, SECRETARY | — | NA |
| WHITE, DONNA, MARIE | 个人 | CHIEF COMPLIANCE OFFICER | — | NA |
Schedule B · 执行高管(5 条)
| 名称 | 职务 | 控制人 |
|---|---|---|
| NFP INTERMDIATE HOLDINGS B CORP. | OWNER | 是 |
| NFP CORP. | MEMBER | 是 |
| RANDOLPH ACQUISITION CORP. | OWNER | 是 |
| RANDOLPH FINANCE UNLIMITED COMPANY | OWNER | 是 |
| AON, PLC | OWNER | 是 |
口径:Form ADV 为投资顾问向 SEC/IARD 的申报,所有者与高管为机构自报;本库取该机构在数据区间内的最新一次申报快照(官方数据包截至 2024-12-31),此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
