|
⚲
|
| 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 |