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Fiduciary Services LLC

CRD 314777SEC# 801-122940Pocatello, ID
Export (members)
No longer SEC-registered. Fiduciary Services LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$1.26B
Employees
7
Accounts
50
Location
Pocatello, ID

Fiduciary Services LLC assets under management

Fiduciary Services LLC is an investment advisory firm registered with the SEC based in Pocatello, ID. It reports $1.3 billion in regulatory assets under management and employs 7 people.

Fiduciary Services LLC owners & executives

3 reported
NameTitleOwnershipSince
Brett David Robison ControlMember25-50%2021
Gene Clay Esplin ControlMember25-50%2021
Joel Daniel Phillips ControlChief Compliance Officer25-50%2021

Frequently asked questions

How much does Fiduciary Services LLC manage?

Fiduciary Services LLC reports $1.3 billion in regulatory assets under management on its Form ADV.

How many employees does Fiduciary Services LLC have?

Fiduciary Services LLC reports 7 employees.

Where is Fiduciary Services LLC located?

Fiduciary Services LLC is based in Pocatello, ID.

Does Fiduciary Services LLC disclose fund performance?

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

Contact & registration

Address275 S 5th Ave, Suite 151, Pocatello, ID 83201
Office hours8 a.m. To 5 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$1.26B
Non-discretionary$0
Total (RAUM)$1.26B