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Building 2FIDUCIARY SERVICES, INC.

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Phone415-482-9513
NotebookSEC #801-67372
Total AUM
$877.5M
Employees
1
Clients
50

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
415-482-9513

ReceiptFinancials

Total AUM
$877.5M
Accounts
50
Discretionary
$877.5M
Accounts
50
Non-Discretionary
$0
Accounts
0

ContactClients

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Pension/Profit Sharing Plan Clients
50
AUM
$877.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual 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
CALATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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