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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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