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| Fiduciary Experts LLC
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|
|---|---|
| CRD # | 146721 |
| SEC # | 801-107816 |
| CIK # | |
| AUM | $744.4 MM (2024-03-26) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 714-409-8869 |
| Address | 40102 Sierra de Ronda Murrieta, CA 92562 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 34 | 3.5 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 192.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 22 | 548.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 64 | 744.4 |
| By Discretionary | ||
| Discretionary | 14 | 443.1 |
| Non-Discretionary | 50 | 301.3 |
| Total | 64 | 744.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 744.4 | |
| Total | 64 | 744.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Impact Partnership Wealth LLC
✚
|
GA | 0.8 |
|
Lineweaver Wealth Advisors LLC
✚
|
OH | 0.8 |
|
McLean Asset Management Corporation
✚
|
VA | 0.7 |
|
Sikich Capital Management LLC
✚
|
IL | 0.7 |
|
Benjamin F Edwards Wealth Management LLC
✚
|
MO | 0.7 |
|
KFG Wealth Management LLC
✚
|
IN | 0.7 |
|
Fountainhead AM LLC
✚
|
NJ | 0.7 |
|
Veery Capital LLC
✚
|
DE | 0.7 |
|
Hanson & Doremus Investment Management
✚
|
VT | 0.7 |
|
Shorepoint Capital Partners LLC
✚
|
MA | 0.7 |