3(38) INVESTMENT FIDUCIARIES

3355 Cochran Street
Suite 101
Simi Valley, California 93063
Tel: (818) 296-9529

About 3(38) INVESTMENT FIDUCIARIES

3(38) INVESTMENT FIDUCIARIES, formally registered with the SEC as 3(38) INVESTMENT FIDUCIARIES. The firm was established in 10/01/2018. They have over 2 offices throughout the country.

3(38) INVESTMENT FIDUCIARIES is a Simi Valley, California based Financial Planning firm with nearly $0 assets under management, offering retirement planning & investment advisory services to 0 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	298053
SEC#	801-114078
Assets Managed by Firm	$0
No. of Clients	0
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM

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