Fiduciary Solutions LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
3
Advisory reps
6

Firm details

Headquarters
Roseville, California
CRD number
332247
Fee structure
Other
Services
Selection of Other Advisers

Firm profile

FINTRX

Overview

Fiduciary Solutions LLC is an independent RIA organized as an LLC that markets itself primarily to individual and family clients. The firm functions as a capital allocator and emphasizes selection of outside advisers and managers rather than running a broad in-house investment platform. Its fee structure is listed as "Other," and it does not identify as an active ESG investor. The firm holds industry ties to the insurance sector, a relationship that appears consistent with the inclusion of annuity products among its investment toolkit. Fiduciary Solutions is state-registered in Arizona, California and Nevada.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Jeffery Hardin

    Jeffery Hardin

    Chief Compliance OfficerCRD 5739850

  • Gideon Moore

    Gideon Moore

    Chief Legal OfficerCRD 7011735

Contacts

3 of 4
  • Daniel Ahmad

    Daniel Ahmad

    Investment Advisor RepresentativeCRD 1491561

  • James Files

    James Files

    Investment Advisor RepresentativeCRD 1620449

  • James Quinn

    CRD 7993909

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Roseville, CA

Placer

Location

Roseville, CA

Headquartered in Roseville, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
Placer
Address
2520 Douglas Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth