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  6. Center For Fiduciary Management, Llc

Center For Fiduciary Management, Llc

6900 COLLEGE BLVD STE 930 OVERLAND PARK, KS 66211 Get Directions

(913) 744-3375

http://www.fiduciarymanagement.com

info@fiduciarymanagement.com

Business Info

  • Founded 2003
  • Incorporated KS
  • Annual Revenue $23.00
  • Employee Count 5
  • Industries Financial Services
  • Contacts Scott Revare

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Company Summary

Center for Fiduciary Management (CFFM), a software services, specializes in providing investment monitoring, fee analysis and Provider Search and Selection services for the retirement plan industry through its Fiduciary investment Reporting Manager (FiRM) and RFP Director Products.

Since 2004, FiRM has supported retirement plan specialists with a blend of custom and packaged web services; providing analysis of plan investment choices and presentationâÂ?Â?ready reports for plan sponsor investment committees.

FiRMâÂ?Â?s flexibility allows us to support a diverse customer base within the Financial Services industry, including: large BrokerâÂ?Â?Dealers, Independent Advisory Firms, TPAâÂ?Â?s, Banks, National Independent Networks, and Insurance Companies. Currently, we support over 2500 Advisors customers who are marketing or monitoring over 43,000 retirement plans and 93Billion in assets. 14 of the top independent Broker/Dealers , 7 of the top providers, 7 of the top Mutual Fund companies, and 5 top banks are FiRM or RFP Director customers.
Specialties
Retirement Plan Investment Monitoring Services, Retirement Plan Fee Analysis Software, Retirement Plan Lineup Comparison Reporting, Retirement Service Provider RFPs

VERIFIED Status: VERIFIED
Address:
VERIFIED
LAST VERIFIED: 8 - 14 - 2015
Phone:
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Payment Method:
UNVERIFIED
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      Payments Accepted

      • American Express
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      • Visa

      Hours

      • Sunday  Closed
      • Monday  24 Hours
      • Tuesday  24 Hours
      • Wednesday  24 Hours
      • Thursday  24 Hours
      • Friday  24 Hours
      • Saturday  Closed
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