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Bastion Fiduciary, LLC

● SEC registered since 2024CRD 333420SEC# 801-131510
Export (members)
Reg. AUM
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Employees
7
Accounts
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Location
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Bastion Fiduciary, LLC assets under management

Bastion Fiduciary, LLC is an SEC-registered investment adviser. The firm has been registered since 2024. It employs 7 people.
www.lastbastion.comView on SEC.gov ↗

Bastion Fiduciary, LLC owners & executives

2 reported
NameTitleOwnershipSince
Cale Michael Smith ControlCeoOver 75%2024
Jeffrey Scott Alderfer ControlCcoUnder 5%2024

Frequently asked questions

How many employees does Bastion Fiduciary, LLC have?

Bastion Fiduciary, LLC reports 7 employees.

Does Bastion Fiduciary, LLC disclose fund performance?

Bastion Fiduciary, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(786) 706-6651
Office hoursBy Appointment Only
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo