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FIDUCIARY INVESTMENT COUNCIL, LLC
FIDUCIARY INVESTMENT COUNCIL, LLC
SANTA BARBARA, California
·
2 registered advisors
·
CRD# 165458
SEC# 801-77158
(805) 845-7724
01
Firm Overview
AUM
$227M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at FIDUCIARY INVESTMENT COUNCIL, LLC
2 registered advisors
Joseph Heriberto Caballero
SANTA BARBARA, California
CRD# 2587867
Robin Starr Midkiff
SANTA BARBARA, California
CRD# 2759244
05
Office Locations
SANTA BARBARA, California
2 advisors
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Data sourced from SEC Form ADV filings. FIDUCIARY INVESTMENT COUNCIL, LLC (CRD# 165458) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.