Fiduciary Expert

Accounting for Legal Practices · California, United States · 11-50 Employees

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Overview

Headquarters

11420 Santa Monica Blvd # 1438, Los Ange...

Phone Number

(310) 943-6509

Revenue

$5.8 Million

Industry

Accounting for Legal Practices Business Services Project Management
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Fiduciary Expert

Fiduciary Expert specializes in providing independent fiduciary services, including audits and analyses related to trusts, ERISA, and divorce. Their offerings cater to a diverse clientele, including not-for-profits, foundations, endowments, and individuals involved in financial disputes. The company also addresses fiduciary exposure and provides forensic audits in various financial contexts. Their expertise is aimed at ensuring compliance and protecting the interests of beneficiaries and participants in fiduciary relationships.Explore more
Popular SearchesFiduciary ExpertChris McConnell & AssociatesSIC Code 87,872NAICS Code 54,541Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fiduciary Expert

$5.8M
11-50
Private
-
2003
N/A
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
<$5M
1-10
Private
-
1990
RC
Roni CarlsonAdministrative Assistant
<$5M
1-10
Private
-
2015
N/A
<$5M
1-10
Private
-
2004
LC
Lori CuneoBusiness Relationship Manager
<$5M
1-10
Private
-
2016
JB
Jack BiedebachLpl Financial Advisor
<$5M
1-10
Private
-
-
SW
Stuart WeierCertified Financial Tm Planner & Professional
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Fiduciary Expert is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Fiduciary Expert is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Fiduciary Expert.

Fiduciary Expert Tech Stack

A closer look at the technologies used by Fiduciary Expert

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Fiduciary Expert

What is Fiduciary Expert's official website?
Fiduciary Expert's official website is www.fiduciaryexpert.com
What is Fiduciary Expert's Revenue?
Fiduciary Expert's revenue is $5.8 Million
What is Fiduciary Expert's SIC code?
Fiduciary Expert's SIC: 87,872
What is Fiduciary Expert's NAICS code?
Fiduciary Expert's NAICS: 54,541
How many employees does Fiduciary Expert have?
Fiduciary Expert has 11-50 employees
What industry does Fiduciary Expert belong to?
Fiduciary Expert is in the industry of: Accounting for Legal Practices, Business Services, Project Management
What is Fiduciary Expert competition?
Fiduciary Expert top competitors include: JBG Wealth Management, Weier Financial, Hull Wealth Management, Sachs Financial Servic
What technology does Fiduciary Expert use?
Some of the popular technologies that Fiduciary Expert uses are: WordPress.org, PHP, AddToAny, YouTube
How do I contact Fiduciary Expert?
Fiduciary Expert contact info: Phone number: (310) 943-6509 Website: www.fiduciaryexpert.com
What does Fiduciary Expert do?

Fiduciary Expert specializes in providing independent fiduciary services, including audits and analyses related to trusts, ERISA, and divorce. Their offerings cater to a diverse clientele, including not-for-profits, foundations, endowments, and individuals involved in financial disputes. The company also addresses fiduciary exposure and provides fo... rensic audits in various financial contexts. Their expertise is aimed at ensuring compliance and protecting the interests of beneficiaries and participants in fiduciary relationships.Read More

Is Fiduciary Expert a public company?
Fiduciary Expert is private company therefore does not currently have an official ticker symbol
See more information about Fiduciary Expert

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