RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Idaho
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 4, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ESPLIN, GENE, CLAYIMEMBERC Control
ESPLIN, GENE, CLAYIMEMBERC Control
ESPLIN, GENE, CLAYIMEMBERC Control
ESPLIN, GENE, CLAYIMEMBERC Control
ESPLIN, GENE, CLAYIMEMBERC Control
ESPLIN, GENE, CLAYIMEMBERC Control
ESPLIN, GENE, CLAYIMEMBERC Control
ESPLIN, GENE, CLAYIMEMBERC Control
ESPLIN, GENE, CLAYIMEMBERC Control
PHILLIPS, JOEL, DANIELICHIEF COMPLIANCE OFFICERC Control
PHILLIPS, JOEL, DANIELICHIEF COMPLIANCE OFFICERC Control
PHILLIPS, JOEL, DANIELICHIEF COMPLIANCE OFFICERC Control
PHILLIPS, JOEL, DANIELICHIEF COMPLIANCE OFFICERC Control
PHILLIPS, JOEL, DANIELICHIEF COMPLIANCE OFFICERC Control
PHILLIPS, JOEL, DANIELICHIEF COMPLIANCE OFFICERC Control
PHILLIPS, JOEL, DANIELICHIEF COMPLIANCE OFFICERC Control
PHILLIPS, JOEL, DANIELICHIEF COMPLIANCE OFFICERC Control
PHILLIPS, JOEL, DANIELICHIEF COMPLIANCE OFFICERC Control
ROBISON, BRETT, DAVIDIMEMBERC Control
ROBISON, BRETT, DAVIDIMEMBERC Control
ROBISON, BRETT, DAVIDIMEMBERC Control
ROBISON, BRETT, DAVIDIMEMBERC Control
ROBISON, BRETT, DAVIDIMEMBERC Control
ROBISON, BRETT, DAVIDIMEMBERC Control
ROBISON, BRETT, DAVIDIMEMBERC Control
ROBISON, BRETT, DAVIDIMEMBERC Control
ROBISON, BRETT, DAVIDIMEMBERC Control

Registrations

Federal

IA
Mar 4, 2025 REGISTERED

Notice Filings (4)

CA ID LA TX

Address

275 S 5TH AVE, SUITE 151
POCATELLO, ID 83201
United States
Phone: 208-281-3807