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Steven T Wilkinson

President, Chief Compliance Officer, & Member3(38) Investment Fiduciaries Inc.CRD 5294043

About Steven T Wilkinson

Steven T Wilkinson is listed as President, Chief Compliance Officer, & Member at 3(38) Investment Fiduciaries Inc. in Simi Valley, CA. Form ADV reports a beneficial ownership band of Over 75%. Steven T Wilkinson is associated with 2 registered advisers.

Reported ownership

Owns Over 75% of 3(38) Investment Fiduciaries Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Steven T Wilkinson work?

Steven T Wilkinson is listed as President, Chief Compliance Officer, & Member at 3(38) Investment Fiduciaries Inc. on SEC Form ADV.

How much of 3(38) Investment Fiduciaries Inc. does Steven T Wilkinson own?

Form ADV reports a beneficial ownership band of Over 75%.

3(38) Investment Fiduciaries Inc.

TitlePresident, Chief Compliance Officer, & Member
OwnershipOver 75%
Control personYes
Since2018
View 3(38) Investment Fiduciaries Inc. →

Monarch Plan Advisors

TitlePresident, Cco, Member
OwnershipOver 75%
Control personYes
Since2013
View Monarch Plan Advisors →