Fiduciary Services
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
369b 3rd St 543, San Rafael, California,...Phone Number
(415) 482-9513Website
www.fiservinc.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Fiduciary Services
Fiduciary Services, Inc. specializes in providing independent trustee, fiduciary, and investment management services for qualified retirement plans, including Employee Stock Ownership Plans (ESOPs). The company acts as an independent fiduciary to ensure compliance with ERISA regulations and to protect the interests of plan participants during significant corporate transactions. Their services include evaluating the fairness of stock transactions, managing investments, and advising on fiduciary responsibilities. Target clients include companies undergoing capital changes or ownership transitions that require expert fiduciary oversight.Explore more
Popular SearchesFiduciary Services IncSIC Code 60,609NAICS Code 52,523Show more
Fiduciary Services Org Chart
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Activity Insights
Fiduciary Services is experiencing very low activity levels compared to other companies in the Finance sector.
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Fiduciary Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Fiduciary Services.
Fiduciary Services Tech Stack
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Frequently Asked Questions Regarding Fiduciary Services
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Fiduciary Services, Inc. specializes in providing independent trustee, fiduciary, and investment management services for qualified retirement plans, including Employee Stock Ownership Plans (ESOPs). The company acts as an independent fiduciary to ensure compliance with ERISA regulations and to protect the interests of plan participants during signi... Read More
