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The Fiduciary Group

The Fiduciary Group Email Formats

Investment ManagementFlag of USSavannah, Georgia, United States21-50 Employees

The Fiduciary Group Email Formats

The Fiduciary Group uses 3 email formats. The most common is {first initial} (e.g., j@tfginvest.com), used 80% of the time.

FormatExamplePercentage
{first initial}
j@tfginvest.com
95%
{first name}
john@tfginvest.com
5%

Key Contacts at The Fiduciary Group

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Kyle Powers

Director Of 401K Advisory Services

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Michael R. Mcleod

Senior Wealth Advisor & Director Of Financial Planning

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Scott Mcghie

Senior Investment Manager & Director Of Research

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Shanon Caddick

Chief Compliance Officer And Director Of Finance

Company overview

Headquarters310 Commercial Dr, Savannah, Georgia 31406, US
Phone number+19123039000
Websites
NAICS5231
SIC628
Founded1970
Employees21-50
Socials

About The Fiduciary Group

The Fiduciary Group is a Savannah, Georgia-based wealth management firm with a highly professional, diversified team managing more than $1.7 billion* in investment assets for individuals, families, trusts, and company retirement plans across the region. Under the leadership of Malcolm Butler, Joel Goodman, and Scott McGhie, the firm provides comprehensive financial planning and asset management services, advising families and businesses over multiple generations. The firm's mission is to protect and grow clients' wealth over the long-term through sound planning, useful advice, and disciplined investment management. *Assets under management as of 12/31/2024.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry
C-Suite
Director

Employees by Department

The Fiduciary Group has 11 employees across 5 departments.

Departments

Number of employees

Funding Data

The Fiduciary Group has never raised funding before.

The Fiduciary Group Tech Stack

Discover the technologies and tools that power The Fiduciary Group's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

Cloudflare

CDN

Cloudflare Bot Management

Cloudflare Bot Management

Security

jQuery

jQuery

JavaScript libraries

HubSpot Analytics

HubSpot Analytics

Analytics

GoDaddy

GoDaddy

Hosting

HubSpot CMS Hub

HubSpot CMS Hub

CMS

HTTP/3

HTTP/3

Miscellaneous

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

Font Awesome

Font Awesome

Font scripts

Vimeo

Vimeo

Video players

HubSpot

HubSpot

Marketing automation

Frequently asked questions

The Fiduciary Group is located in Savannah, Georgia, US.
You can reach The Fiduciary Group at +19123039000.
The Fiduciary Group was founded in 1970, making it 56 years old. The company has established itself as a significant player in its industry over this time.
The Fiduciary Group has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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