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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| 3 38 Investment Fiduciaries Inc
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|---|---|
| CRD # | 298053 |
| SEC # | 801-114078 |
| CIK # | |
| AUM | $842.6 M (2025-06-16) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 818-296-9529 |
| Address | 3355 Cochran Street Simi Valley, CA 93063 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 175 | 842.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 176 | 842.6 |
| By Discretionary | ||
| Discretionary | 176 | 842.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 176 | 842.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 842.6 | |
| Total | 176 | 842.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Viola Credit Partners Management LP
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|
0.9 | |
|
Fi401K Advisors LLC
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|
CO | 0.8 |
|
Bridger Investment Partners LLC
✚
|
NY | 0.8 |
|
Channing Global Advisors LLC
✚
|
FL | 0.8 |
|
Eric M Flanagan Trading LLC
✚
|
0.8 | |
|
3Fourteen & SMI Advisory Services LLC
✚
|
IN | 0.8 |
|
Symbiotic Capital Management Co LLC
✚
|
CA | 0.8 |
|
Propel Venture Partners Management Co LLC
✚
|
CA | 0.8 |
|
Newfound Research LLC
✚
|
FL | 0.8 |
|
Jade Mountain Partners LLC
✚
|
NY | 0.8 |