FIDUCIARY SERVICES LLC
CRD #314777 SEC #801-122940 POCATELLO, ID 208-281-3807
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
7
Clients
--
Accounts
50
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.3B | $1.3B | $0 | 7 | 2 |
| Mar 2024 | $1.1B | $1B | $71.2M | 7 | 2 |
| Dec 2023 | $1B | $1B | $0 | 7 | 2 |
| Nov 2023 | $1B | $1B | $0 | 7 | 2 |
| Mar 2023 | $1B | $1B | $0 | 7 | 2 |
| Jan 2023 | $101.8M | $101.8M | $0 | 3 | 0 |
| May 2022 | $101.8M | $101.8M | $0 | 3 | 0 |
| Dec 2021 | $0 | $0 | $0 | 3 | 0 |
| Nov 2021 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees7
Clients2
DateMar 2024
Total AUM$1.1B
Discretionary$1B
Non-Disc.$71.2M
Employees7
Clients2
DateDec 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees7
Clients2
DateNov 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees7
Clients2
DateMar 2023
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees7
Clients2
DateJan 2023
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees3
Clients0
DateMay 2022
Total AUM$101.8M
Discretionary$101.8M
Non-Disc.$0
Employees3
Clients0
DateDec 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0