3(38) Investment Fiduciaries Inc.
● SEC registered since 2018CRD 298053SEC# 801-114078Simi Valley, CA
Reg. AUM
$1.04B
Employees
2
Accounts
207
Location
Simi Valley, CA
3(38) Investment Fiduciaries Inc. assets under management
3(38) Investment Fiduciaries Inc. is an investment advisory firm registered with the SEC based in Simi Valley, CA. The firm has been registered since 2018. It reports $1 billion in regulatory assets under management and employs 2 people.
3(38) Investment Fiduciaries Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Fiducion LLC Control | Shareholder | Over 75% | 2026 |
| Steven T Wilkinson Control | President & Chief Compliance Officer | Over 75% | 2018 |
| Ashley Christina Wilkinson Control | Trustee | — | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does 3(38) Investment Fiduciaries Inc. manage?
3(38) Investment Fiduciaries Inc. reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does 3(38) Investment Fiduciaries Inc. have?
3(38) Investment Fiduciaries Inc. reports 2 employees.
Where is 3(38) Investment Fiduciaries Inc. located?
3(38) Investment Fiduciaries Inc. is based in Simi Valley, CA and has been SEC-registered since 2018.
Does 3(38) Investment Fiduciaries Inc. disclose fund performance?
3(38) Investment Fiduciaries Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3355 Cochran Street, Suite 101, Simi Valley, CA 93063 |
| Phone | (818) 296-9529 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.04B▲ 23%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$1.04Bregulatory AUM
Discretionary $1.04B