Fiduciary Experts LLC
● SEC registered since 2016CRD 146721SEC# 801-107816
Reg. AUM
$985.8M
Employees
3
Accounts
89
Location
—
Fiduciary Experts LLC assets under management
Fiduciary Experts LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2016. It reports $985.8 million in regulatory assets under management and employs 3 people.
Fiduciary Experts LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Maribel Larios Thomas Control | Ceo | Over 75% | 2008 |
| Maribel Larios Thomas Control | Cco | Over 75% | 2008 |
Frequently asked questions
How much does Fiduciary Experts LLC manage?
Fiduciary Experts LLC reports $985.8 million in regulatory assets under management on its Form ADV.
How many employees does Fiduciary Experts LLC have?
Fiduciary Experts LLC reports 3 employees.
Does Fiduciary Experts LLC disclose fund performance?
Fiduciary Experts LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 951-412-6283 |
| Fax | 888-688-4015 |
| Office hours | 7a.m. - 6p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$985.8M▲ 32%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$985.8Mregulatory AUM
Discretionary $595.8MNon-discretionary $389.9M