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FIDUCIARY ARCHITECTS LLC
CRD 322251
3416 VIA LIDO SUITE G, NEWPORT BEACH, CA, 92663, United States
Phone
949-216-0080
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$13.0M
Discretionary AUM
$13.0M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $13.0M |
All web addresses on file
Official SEC filing: View on IAPD