1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FIDUCIARY EXPERTS LLC

Map pin
Phone951-412-6283
NotebookSEC #801-107816
Total AUM
$985.8M
Employees
3
Clients
75

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
7AM - 6PM
Monday - Friday
Phone
951-412-6283
Other Offices
1

ReceiptFinancials

Total AUM
$985.8M
Accounts
89
Discretionary
$595.8M
Accounts
14
Non-Discretionary
$389.9M
Accounts
75

ContactClients

View more in analytics →

Individual Clients
46
AUM
$4.6M
Pension/Profit Sharing Plan Clients
6
AUM
$256.8M
Government Entity Clients
23
AUM
$724.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATNTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account