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FIDUCIARY SERVICES LLC

Advisory

N·POCATELLO, ID

Data as of Mar 29, 2024 · Source: SEC Form ADV

Total AUM
$1.3B
1-Year AUM Growth
+7.2%
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$1.3B
Discretionary AUM$1.3B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients50
Team
Total Employees1
Investment Advisers7
Employee Growth (1Y)—
Filing History
Total Filings on Record8
First FilingNov 29, 2021
Latest FilingMar 29, 2024
🔒 Full AUM trend chart and 8 historical filings spanning 3+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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