CRD: 322251
Fiduciary Architects LLC
$13.0M Total AUM
$13.0M Disc. AUM
-- 3Y CAGR
2 Employees
48 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-13-2022
- Office Locations
- 2
Office Locations
3416 VIA Lido Suite G Newport Beach CA
9564 E. Hansen WAY Gold Canyon AZ
About Fiduciary Architects LLC
Fiduciary Architects LLC is a Newport Beach, CA RIA providing financial planning and portfolio construction for business owners and entrepreneurs, including tax, estate, charitable-giving and succession planning. Investment management is implemented primarily through ETF-based SMA portfolios with asset-allocation oversight, custodied at Charles Schwab.
Team overview
60 AVG AGE
$6.5M AVG AUM / ADVISOR
$271.1K AVG AUM / CLIENT
2.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
MARK THOMAS ZIELINSKI
Chief Compliance Officer, Owner, Partner
- CRD
- #1001981
- Ownership
- 75% or more
Available
Available
Available
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J
Jeffrey Dwight Brandeen
--
- CRD
- #2894744
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,010,780 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,010,780 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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