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3(38) Investment Fiduciaries Inc.

● SEC registered since 2018CRD 298053SEC# 801-114078Simi Valley, CA
Export (members)
Reg. AUM
$842.6M
Employees
3
Accounts
176
Location
Simi Valley, CA

3(38) Investment Fiduciaries Inc. assets under management

3(38) Investment Fiduciaries Inc. is an investment advisory firm registered with the SEC based in Simi Valley, CA. The firm has been registered since 2018. It reports $842.6 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/3-38-investment-fiduciariesView on SEC.gov ↗

3(38) Investment Fiduciaries Inc. owners & executives

1 reported
NameTitleOwnershipSince
Steven T Wilkinson ControlPresident, Chief Compliance Officer, & MemberOver 75%2018

Frequently asked questions

How much does 3(38) Investment Fiduciaries Inc. manage?

3(38) Investment Fiduciaries Inc. reports $842.6 million in regulatory assets under management on its Form ADV.

How many employees does 3(38) Investment Fiduciaries Inc. have?

3(38) Investment Fiduciaries Inc. reports 3 employees.

Where is 3(38) Investment Fiduciaries Inc. located?

3(38) Investment Fiduciaries Inc. is based in Simi Valley, CA and has been SEC-registered since 2018.

Does 3(38) Investment Fiduciaries Inc. disclose fund performance?

3(38) Investment Fiduciaries Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3355 Cochran Street, Suite 101, Simi Valley, CA 93063
Phone(818) 296-9529
Office hours8:00 a.m. To 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$842.6M
Non-discretionary$0
Total (RAUM)$842.6M