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Validmir Kats

Fiduciary Financial Advisors

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About Validmir Kats

Validmir Kats is an investment advisor representative with Fiduciary Financial Advisors, registered with the state of Maryland. Validmir has a Series 65 license and is also licensed as a real estate agent in Maryland. Validmir's experience includes working with clients at Legacy, Five Doors, ER4RE, LLC, Freedom Calls, LLC and Fiduciary Financial Advisors.

Firm Information

Validmir Kats is currently registered with Fiduciary Financial Advisors. Fiduciary Financial Advisors is an investment advisor registered with the SEC based in GRAND RAPIDS, MI. The firm manages approximately $555,420,848 in assets for 1,294 clients, including individuals, corporations, charitable organizations, and pension plans. The firm specializes in financial planning and portfolio management for individuals and businesses. They offer a wrap fee program and provide corporate employee education services.
Fiduciary Financial Advisors

124 FULTON ST. EAST

GRAND RAPIDS, MI 49503

$555.42M

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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corporate employee education services

Corporate employee education services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Validmir Kats’s Registration & Firm History

MD

10/30/2024 - Present

Fiduciary Financial Advisors (Baltimore MD)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Validmir Kats.
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