Altan
Wuliji
Fiducient Advisors LLC
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About this Advisor
Altan Wuliji is a certified financial planner working in Chicago, Illinois, with a total of 5 years of relevant experience. Wuliji currently works for Fiducient Advisors LLC. Throughout their career, Wuliji has worked at Regentatlantic Capital, LLC, Balasa Dinverno Foltz LLC and Dimeo Schneider & Associates, LLC. Wuliji maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Illinois. Fiducient Advisors LLC is a registered investment business that has its headquarters in Chicago, IL. It has offices in 16 locations and a total of 215 people on staff. It manages $40 billion in assets under management across its 1,061 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 309 charitable organizations. Of its 1,061 client accounts, 39% are held by high-net-worth investors who have more than $1 million in investable assets. Fiducient Advisors LLC offers a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Financial management fees usually vary depending on the financial services offered. Fee types charged by Fiducient Advisors LLC can be comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fiducient Advisors LLC Brokerage Details
$40,020,772,510
215
1,061
$37,719,861
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Altan Wuliji Work History
Altan has been registered as a financial advisor for 5 years.*
Dimeo Schneider & Associates, LLC
Balasa Dinverno Foltz LLC
Regentatlantic Capital, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Altan Wuliji to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fiducient Advisors LLC
Roseland, NJ
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Wellesley Hills, MA
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
