FIDUCIARY SERVICES LLC

Latest filing: Mar 04, 2025 (123 days ago)
View on IAPD
Adviser Website

AUM

$1,260,893,820
16% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Employee Count

7
0% change vs. 1 year ago
133% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago

Main Office

POCATELLO, ID
275 S 5TH AVE, SUITE 151, POCATELLO, ID, UNITED STATES, 83201

Client AUM

Discretion AUM
Discretionary $1.3
Non-Discretionary $0.0
Total $1.3
Client AUM
Retail $0.0
Pooled $0.0
Institutional $1.3
Total $1.3
Retail Accounts AUM
Individual 1 $0.0
Average Individual AUM $56,005
HNW 0 $0.0
Average HNW AUM $0
Retail Total 1 $0.0
Average Retail AUM $56,005

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM
ARGENT TRUST RUSTON-LA-USA $1.0

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $1.3
Retail SMA AUM $0.0
Institutional SMA AUM $1.3
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 4% $0.1
Other 96% $1.2
Total 100% $1.3

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
SANCTUARY WEALTH MANAGEMENT, LLC $0.2 148779
COMMUNITY CAPITAL., LLC $0.0 -

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

3 active

Name Title
ROBISON, BRETT, DAVID MEMBER
ESPLIN, GENE, CLAY MEMBER
PHILLIPS, JOEL, DANIEL CHIEF COMPLIANCE OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

1 active representative found

Name City State Exams Designations
DANIEL RESER POCATELLO ID S65|2004-02-24

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-06-02 $1.3 $0.0 0% 7 0 0%
2025-04-21 $1.3 $0.0 0% 7 0 0%
2024-04-02 $1.1 $0.2 16% 7 0 0%
2023-04-04 $1.0 $0.2 24% 7 0 0%
2022-04-01 $0.0 $0.0 0% 3 4 133%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
ID, CA-01/07/2022, ID-01/07/2022, LA-01/07/2022, TX-01/07/2022
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (SMB)
PENSION CONSULTING
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV