3(38) INVESTMENT FIDUCIARIES
  • 3(38) INVESTMENT FIDUCIARIES
  • 3(38) INVESTMENT FIDUCIARIES INC.

Adviser Profile

As of Date 06/22/2026
Registration SEC, Approved, 10/01/2018
ADV Location SIMI VALLEY, CA, United States
Contact Info (81 xxxxxxx
Websites
AUM* 1,035,072,002 23%
of that, discretionary 1,035,072,002 23%
Number of Employees 2 -33%
of those in investment advisory functions 2 -33%
Private Fund GAV* 0
Avg Account Size 5,000,348 4%
SMA’s No
Private Funds 0

Adviser Type

- Pension consultant

Client Types

- Pension and profit sharing plans

Advisory Activities

- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1B 887M 739M 591M 444M 296M 148M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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