Steven T Wilkinson
President & Chief Compliance Officer3(38) Investment Fiduciaries Inc.CRD 5294043
About Steven T Wilkinson
Steven T Wilkinson is listed as President & Chief Compliance Officer at 3(38) Investment Fiduciaries Inc. in Simi Valley, CA. Form ADV reports a beneficial ownership band of Over 75%. Steven T Wilkinson is associated with 3 registered advisers.
Reported ownership
Owns Over 75% of 3(38) Investment Fiduciaries Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Steven T Wilkinson work?
Steven T Wilkinson is listed as President & Chief Compliance Officer at 3(38) Investment Fiduciaries Inc. on SEC Form ADV.
How much of 3(38) Investment Fiduciaries Inc. does Steven T Wilkinson own?
Form ADV reports a beneficial ownership band of Over 75%.
3(38) Investment Fiduciaries Inc.
| Title | President & Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2018 |
Monarch Plan Advisors
| Title | President, Cco, Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2013 |
3(38) Investment Fiduciaries Inc.
| Title | Trustee |
| Ownership | — |
| Control person | Yes |
| Since | 2018 |