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) 482-9513

Revenue

<$5 Million

Industry

Finance Securities Trading
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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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fiduciary Services

<$5M
1-10
Private
-
-
$8.1M
11-50
Private
-
2005
N/A
<$5M
11-50
Private
-
1984
<$5M
1-10
Private
<$5M
1975
KM
Kristina MarstonJunior Controller
<$5M
1-10
Private
-
2013
EG
Eric GarsinCertified Financial Planner & Practitioner
<$5M
1-10
Private
-
2016
JB
Jack BiedebachLpl Financial Advisor
<$5M
1-10
Private
-
1995
ST
Samuel ThomasVice President, Finance
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

A closer look at the technologies used by Fiduciary Services

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Frequently Asked Questions Regarding Fiduciary Services

What is Fiduciary Services's official website?
Fiduciary Services's official website is www.fiservinc.com
What is Fiduciary Services's Revenue?
Fiduciary Services's revenue is <$5 Million
What is Fiduciary Services's SIC code?
Fiduciary Services's SIC: 60,609
What is Fiduciary Services's NAICS code?
Fiduciary Services's NAICS: 52,523
How many employees does Fiduciary Services have?
Fiduciary Services has 1-10 employees
What industry does Fiduciary Services belong to?
Fiduciary Services is in the industry of: Finance, Securities Trading
What is Fiduciary Services competition?
Fiduciary Services top competitors include: FRS Capital Management, SoundHaven Capital Management, JBG Wealth Management, Pelion Benefits
What technology does Fiduciary Services use?
Some of the popular technologies that Fiduciary Services uses are: AppRiver, Microsoft 365, Cloudflare Security, Google Workspace
How do I contact Fiduciary Services?
Fiduciary Services contact info: Phone number: (415) 482-9513 Website: www.fiservinc.com
What does Fiduciary Services do?

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... ficant 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.Read More

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

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