FIDUCIARY SERVICES LLC

275 S 5th Ave, Suite 151
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 $1,260,893,820 assets under management, offering retirement planning & investment advisory services to 50 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	$1,260,893,820
No. of Clients	50
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (INDEPENDENT FIDUCIARY SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	50	$1,260,893,820
Individuals (other than high net worth individuals)	1	$56,005
Pension and profit sharing plans	49	$1,260,837,815

More Retirement Planning firms in Pocatello, Idaho:

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THE CAPROCK GROUP, LLC 800 West Main Street, Suite 1150 Boise, ID, 83702	$9,361,493,116	386	63
CLEARWATER ADVISORS, LLC 101 S. Capitol Blvd, Suite 1201 Boise, ID, 83702	$3,797,719,931	78	10
INSPIRE INVESTING, LLC 3597 E Monarch Sky Ln, Suite 330 Meridian, ID, 83646	$2,856,919,716	463	34
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC 877 West Main Street, Suite 704 Boise, ID, 83702	$1,931,996,135	801	6
RW INVESTMENT MANAGEMENT LLC 1028 S. Bridgeway Place, Suite 200 Eagle, ID, 83616	$1,380,795,719	2334	19

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