Fiduciary Experts LLC

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Assets, Funds, Holdings

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Fiduciary Experts LLC
CRD #146721
SEC #801-107816
CIK #
AUM $598.3 MM (2023-03-16)
Employees 3 (100% Investors, 0% Brokers)
Phone714-409-8869
Address40102 Sierra de Ronda
Murrieta, CA 92562
Source [IAPD] [Website] [Twitter]
Total AUM ($MM)
80064048032016002010201420192024
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
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