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Fiduciary Experts LLC

● SEC registered since 2016CRD 146721SEC# 801-107816
Export (members)
Reg. AUM
$890.6M
Employees
3
Accounts
67
Location
—

Fiduciary Experts LLC assets under management

Fiduciary Experts LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2016. It reports $890.6 million in regulatory assets under management and employs 3 people.
www.401kfe.comView on SEC.gov ↗

Fiduciary Experts LLC owners & executives

2 reported
NameTitleOwnershipSince
Maribel Larios ControlCeoOver 75%2008
Maribel Larios ControlCcoOver 75%2008

Frequently asked questions

How much does Fiduciary Experts LLC manage?

Fiduciary Experts LLC reports $890.6 million in regulatory assets under management on its Form ADV.

How many employees does Fiduciary Experts LLC have?

Fiduciary Experts LLC reports 3 employees.

Does Fiduciary Experts LLC disclose fund performance?

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

Contact & registration

Phone951-412-6283
Fax888-688-4015
Office hours7a.m. - 6p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$539.8M
Non-discretionary$350.9M
Total (RAUM)$890.6M