3(38) INVESTMENT FIDUCIARIES INC.
Legal name: 3(38) INVESTMENT FIDUCIARIES
CRD #298053 SEC #801-114078 SIMI VALLEY, CA (818) 296-9529
SEC Registered
Total AUM
$842.6M
Discretionary
$842.6M
Employees
3
Clients
--
Accounts
176
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $842.6M | $842.6M | $0 | 3 | 148 |
| Jun 2025 | $842.6M | $842.6M | $0 | 3 | 148 |
DateNov 2025
Total AUM$842.6M
Discretionary$842.6M
Non-Disc.$0
Employees3
Clients148
DateJun 2025
Total AUM$842.6M
Discretionary$842.6M
Non-Disc.$0
Employees3
Clients148