FIDUCIARY SERVICES LLC

275 S 5th Ave, Suite 251
Pocatello, Idaho 83201
Tel: 208-281-3807

About FIDUCIARY SERVICES LLC

FIDUCIARY SERVICES LLC, formally registered with the SEC as FIDUCIARY SERVICES LLC. The firm was established in 01/07/2022. They have over 1 offices throughout the country.

FIDUCIARY SERVICES LLC is a Pocatello, Idaho based Financial Planning firm with nearly $1,014,053,776 assets under management, offering retirement planning & investment advisory services to 49 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	314777
SEC#	801-122940
Assets Managed by Firm	$1,014,053,776
No. of Clients	49
No. of Advisors	7

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services

Firm Client Information

	No. of Clients	AUM
Firm Total	49	$1,014,053,776
Pension and profit sharing plans	49	$1,014,053,776

Inquire with FIDUCIARY SERVICES LLC

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MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC 877 West Main Street, Suite 704 Boise, ID, 83702	$1,678,868,561	792	5
RW INVESTMENT MANAGEMENT LLC 1028 S. Bridgeway Place, Suite 200 Eagle, ID, 83616	$1,154,845,039	2095	17

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