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Building 2FIDUCIARY SERVICES LLC

Map pinPOCATELLO, ID
Phone208-281-3807
NotebookSEC #801-122940
Total AUM
$1.3B
Employees
7
Clients
50

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
275 S 5TH AVE, SUITE 151
POCATELLO
ID 83201
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Phone
208-281-3807

ReceiptFinancials

Total AUM
$1.3B
Accounts
50
Discretionary
$1.3B
Accounts
50
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$56K
Pension/Profit Sharing Plan Clients
49
AUM
$1.3B

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INDEPENDENT FIDUCIARY SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDLATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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