|
⚲
|
| Fiduciary Experts LLC
✚
|
|
|---|---|
| CRD # | 146721 |
| SEC # | 801-107816 |
| CIK # | |
| AUM | $890.6 M (2025-02-04) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 714-409-8869 |
| Address | |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 3.5 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 23 | 655.9 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 231.2 |
| (n) Other | 0 | 0.0 |
| Total | 67 | 890.6 |
| By Discretionary | ||
| Discretionary | 14 | 539.8 |
| Non-Discretionary | 53 | 350.9 |
| Total | 67 | 890.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 890.6 | |
| Total | 67 | 890.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Emerald Advisors LLC
✚
|
WA | 0.9 |
|
Benjamin F Edwards Wealth Management LLC
✚
|
MO | 0.9 |
|
Old Mission Investment Company LLC
✚
|
MI | 0.9 |
|
Modern Portfolio Management Inc
✚
|
OH | 0.9 |
|
Capsouth Partners Inc
✚
|
AL | 0.9 |
|
Navellier & Associates Inc
✚
|
NV | 0.9 |
|
Sovereign Financial Group Inc
✚
|
CT | 0.9 |
|
REDW Wealth LLC
✚
|
NM | 0.9 |
|
Financial Solutions Advisory Group Inc
✚
|
IL | 0.9 |
|
KPP Advisory Services LLC
✚
|
KY | 0.9 |