Altan Oriqilang Wuliji

CFP

11 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningBusiness OwnersHigh Net Worth

Fiducient Advisors LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

64 advisors

Number of Clients

1,148 clients

Average Client Portfolio

$58.9M average

Assets Under Management

$67.6B

Fee Structure

Location

500 W Madison Street, Suite 3260, Chicago, IL, 60661-4593

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Fiducient Advisors LLC

May 2018 - Present · 7 yrs 9 mos

Previous Registrations

Balasa Dinverno Foltz LLC

September 2013 - October 2015 · 2 yrs 1 mo

Regentatlantic

January 2012 - August 2013 · 1 yr 7 mos

State Registrations2 states

ILTX

Advisor

Exams

No exam information available for this advisor.