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3(38) INVESTMENT FIDUCIARIES

3(38) INVESTMENT FIDUCIARIES INC.

CRD 298053 · SEC 801-114078

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3355 COCHRAN STREET, SUITE 101, SIMI VALLEY, CA, 93063, United States

Phone

(818) 296-9529

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.04B

Discretionary AUM

$1.04B

Team

2 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-06-18

Disciplinary history

No

Services

Pension consulting

Client types

TypeClientsAUM
Pension/profit sharing plans207$1.04B

States served

AZ, CA, ID, NJ, OR, UT, WA, TX, HI

All web addresses on file

Official SEC filing: View on IAPD