⚲
|
Fiduciary Experts LLC
✚
|
|
---|---|
CRD # | 146721 |
SEC # | 801-107816 |
CIK # | |
AUM | $598.3 MM (2023-03-16) |
Employees | 3 (100% Investors, 0% Brokers) |
Phone | 714-409-8869 |
Address | 40102 Sierra de Ronda Murrieta, CA 92562 |
Source | [IAPD] [Website] [Twitter] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 27 | 2.1 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 5 | 181.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 17 | 522.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 47 | 705.1 |
By Discretionary | ||
Discretionary | 2 | 89.4 |
Non-Discretionary | 45 | 615.7 |
Total | 47 | 705.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 705.1 | |
Total | 47 | 705.1 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Hanson & Doremus Investment Management
✚
|
VT | 0.6 |
Dale K Ehrhart Inc
✚
|
FL | 0.6 |
Wade Financial Advisory Inc
✚
|
CA | 0.6 |
Legacy Financial Group LLC
✚
|
IA | 0.6 |
Old Mission Investment Company LLC
✚
|
MI | 0.6 |
Capvisor Associates LLC
✚
|
GA | 0.6 |
Potomac Fund Management Inc
✚
|
FL | 0.6 |
KFG Wealth Management LLC
✚
|
IN | 0.6 |
Gill Capital Partners LLC
✚
|
CO | 0.6 |
The Financial Consulate Inc
✚
|
MD | 0.6 |