FIDUCIARY EXPERTS LLC
Total AUM
$985.8M
Employees
3Clients
75Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
7AM - 6PM
Monday - Friday
Monday - Friday
Phone
951-412-6283
Other Offices
1
Financials
Total AUM
$985.8M
Accounts
89Discretionary
$595.8M
Accounts
14Non-Discretionary
$389.9M
Accounts
75
Clients
Individual Clients
46AUM
$4.6M
Pension/Profit Sharing Plan Clients
6AUM
$256.8M
Government Entity Clients
23AUM
$724.4M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CATNTX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.