Fiduciary Services LLC

Fiduciary Services LLC (CRD# 314777) is a financial advisory firm headquartered in Pocatello, ID. They manage $1,087,310,961 in 50 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
275 S 5th Ave, Suite 151, Pocatello, ID 83201
https://www.fsesop.com
By the Numbers
  • Total Assets Under Management
    1,087
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $21,746,219
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, ID, LA, TX

Financial Advisors at Fiduciary Services LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Reser, financial advisor Pocatello ID
Daniel M. Reser
CRD#: 4761685
275 S 5th Ave, Suite 151, Pocatello, ID 83201

Daniel Reser (CRD# 4761685) is an Investment Advisor Representative working at Fiduciary Services LLC in Pocatello, ID and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals