← Back to searchVisit website
BASTION FIDUCIARY
BASTION FIDUCIARY, LLC
CRD 333420 · SEC 801-131510
CA, United States
Phone
(786) 706-6651
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$125.2M
Discretionary AUM
$125.2M
Team
7 total employees; 6 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 235 | $92.6M |
| Investment companies | 1 | $23.9M |
| Pension/profit sharing plans | 4 | $8.5M |
| Corporations/business entities | 2 | $240K |
States served
CA, IL, LA, MD, NY, NC, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD