FIDUCIARY EXPERTS LLC
SEC Form ADV profile.
Total regulatory AUM
$985,760,522
Discretionary
$595,819,990
Non-discretionary
$389,940,532
Firm details
- CRD number
- 146721
- SEC file number
- 801-107816
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://WWW.401KFE.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.