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FIDUCIARY EXPERTS LLC

CRD 146721 · SEC 801-107816

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CA, United States

Phone

951-412-6283

Fax

888-688-4015

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$985.8M

Discretionary AUM

$595.8M

Team

3 total employees; 3 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-19

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingEducational seminars

Client types

TypeClientsAUM
Individuals46$4.6M
Pension/profit sharing plans6$256.8M
State/municipal entities23$724.4M

States served

CA, TN, TX

All web addresses on file

Official SEC filing: View on IAPD