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| Happy Holidays!! thanks for using AUM13F!! |
| Fiduciary Services LLC
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| CRD # | 314777 |
| SEC # | 801-122940 |
| CIK # | 0001141800 |
| AUM | $1.3 B (2025-03-04) |
| Employees | 7 (14% Investors, 0% Brokers) |
| Phone | 208-281-3807 |
| Address | 275 S 5th Ave, Suite 151 Pocatello, ID 83201 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001141800 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Ship Finance International Ltd | 7.3 | ||
| Apollo Commercial Real Estate Finance Inc | 6.7 | ||
| Starwood Property Trust Inc | 6.3 | ||
| Nuveen Preferred & Income Opportunities Fund | 5.4 | ||
| First Trust Intermediate Duration Preferred & Income Fund | 5.3 | ||
| Enterprise Products Partners L P | 5.0 | ||
| Entertainment Properties Trust | 4.5 | ||
| Six Flags Entertainment Corporation/New | 4.4 | ||
| Ares Capital Corp | 4.2 | ||
| New Residential Investment Corp | 3.5 | ||
| Prospect Capital Corp | 2.9 | ||
| Martin Midstream Partners LP | 2.8 | ||
| KKR & Co LP | 2.4 | ||
| FS KKR Capital Corp | 2.4 | ||
| Apollo Global Management Inc | 2.4 | ||
| Calumet Inc /DE | 2.4 | ||
| CVR Partners LP | 1.7 | ||
| Invesco Mortgage Capital Inc | 1.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1 | 0.1 |
| (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 | 49 | 1,260.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 50 | 1,260.9 |
| By Discretionary | ||
| Discretionary | 50 | 1,260.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 50 | 1,260.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,260.9 | |
| Total | 50 | 1,260.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001141800] |
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|---|---|---|
|
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1.3 | |
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|
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