FIDUCIARYPLANREVIEW.COM, LLC
Legal name: FIDUCIARYPLANREVIEW
CRD #151486 SEC #801-70601 MIRAMAR BEACH, FL 866-318-4015
SEC Registered
Total AUM
$91M
Discretionary
$91M
Employees
1
Clients
--
Accounts
12
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2013
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MORTON, CLAIBORNE, BARKSDALE | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| MORTON, CLAIBORNE, BARKSDALE | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| MORTON, CLAIBORNE, BARKSDALE | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| MORTON, CLAIBORNE, BARKSDALE | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| MORTON, CLAIBORNE, BARKSDALE | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| MORTON, CLAIBORNE, BARKSDALE | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| MORTON, CLAIBORNE, BARKSDALE | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| MORTON, CLAIBORNE, BARKSDALE | I | CEO, CHIEF COMPLIANCE OFFICER | NA | Control |
| TEAM SCM ADVISORS, INC. | DE | SHAREHOLDER | E | Control |
| TEAM SCM ADVISORS, INC. | DE | SHAREHOLDER | E | Control |
| TEAM SCM ADVISORS, INC. | DE | SHAREHOLDER | E | Control |
| TEAM SCM ADVISORS, INC. | DE | SHAREHOLDER | E | Control |
| TEAM SCM ADVISORS, INC. | DE | SHAREHOLDER | E | Control |
| TEAM SCM ADVISORS, INC. | DE | OWNER | E | Control |
| TEAM SCM ADVISORS, INC. | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MORTON, CLAIBORNE, BARKSDALE | I | TEAM SCM ADVISORS, INC. | E | Control |
| MORTON, CLAIBORNE, BARKSDALE | I | TEAM SCM ADVISORS, INC. | E | Control |
| MORTON, CLAIBORNE, BARKSDALE | I | TEAM SCM ADVISORS, INC. | E | Control |
| MORTON, CLAIBORNE, BARKSDALE | I | TEAM SCM ADVISORS, INC. | E | Control |
| MORTON, CLAIBORNE, BARKSDALE | I | TEAM SCM ADVISORS, INC. | E | Control |
| MORTON, CLAIBORNE, BARKSDALE | I | TEAM SCM ADVISORS, INC. | E | Control |
| MORTON, CLAIBORNE, BARKSDALE | I | TEAM SCM ADVISORS, INC. | E | Control |
| MORTON, CLAIBORNE, BARKSDALE | I | TEAM SCM ADVISORS, INC. | E | Control |
Registrations
Federal
IA
Mar 28, 2013 REGISTERED
Notice Filings (51)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VI VT WA WI WV
Address
495 GRAND BLVDSUITE 206
MIRAMAR BEACH, FL 32550
United States
Phone: 866-318-4015