FIDUCIARY SERVICES LLC
Total AUM
$1.3B
Employees
7Clients
50Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
275 S 5TH AVE, SUITE 151
POCATELLO
ID 83201
United States
POCATELLO
ID 83201
United States
Operating Hours
8 AM TO 5 PM
Monday - Friday
Monday - Friday
Phone
208-281-3807
Financials
Total AUM
$1.3B
Accounts
50Discretionary
$1.3B
Accounts
50Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1AUM
$56K
Pension/Profit Sharing Plan Clients
49AUM
$1.3B
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INDEPENDENT FIDUCIARY SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAIDLATX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.