Bastion Fiduciary

RIASEC RegisteredEst. 2024

Total AUM

$125M

Discretionary

$125M

100% of AUM

Avg account

$287K

Accounts

437

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 333420
Registered since: November 26, 2024
Custodians: GOLDMAN SACHS & CO. LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals73.96%
Investment Companies19.07%
Pension & Profit Sharing Plans6.77%
Corporations / Businesses0.19%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Bastion Fiduciary is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm describes itself as a capital allocator that serves both individual and family clients as well as institutional accounts. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and the publication of periodicals or newsletters. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Bastion Fiduciary is not identified as an active ESG investor.