Fiduciary Architects LLC
Firm details
- Headquarters
- Newport Beach, California
- CRD number
- 322251
- Website
- www.fiduciaryarchitects.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Fiduciary Architects LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm acts as a capital allocator and provides a mix of financial planning and portfolio management services for individuals, small businesses and institutions, and it also performs selection of other advisers. Its fee schedule includes percentage-of-assets, hourly engagements and fixed-fee arrangements. The firm is not positioned as an ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents15%
- Non-Exchange Traded Equities3%
Contacts
2 of 2
Mark Zielinski
Managing PartnerCRD 1001981
Jeffrey Brandeen
Investment Adviser RepresentativeCRD 2894744
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Newport Beach, CA
Orange
Location
Newport Beach, CA
Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 3416 Via Lido
- Time zone
- PT (UTC-8)
- Office locations
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