Fiduciary Services
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
369 3rd St Ste B, San Rafael, California...Phone Number
(415) 482-9513Website
www.fiservinc.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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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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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
