Fiduciary Solutions LLC
Firm details
- Headquarters
- Roseville, California
- CRD number
- 332247
- Fee structure
- Other
- Services
- Selection of Other Advisers
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Jeffery Hardin
Chief Compliance OfficerCRD 5739850

Gideon Moore
Chief Legal OfficerCRD 7011735
Contacts
3 of 4
Daniel Ahmad
Investment Advisor RepresentativeCRD 1491561
James Files
Investment Advisor RepresentativeCRD 1620449
James Quinn
CRD 7993909
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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