Fidere

Overview

Fidere is a California-registered, independent advisory firm operating as a corporation and owned by an individual. The firm serves high-net-worth individuals and families and charges fees based on a percentage of assets under management. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and selecting third‑party advisers. In addition to investment advice, Fidere conducts insurance brokerage and other financial product sales as part of its business activities. The firm identifies itself as a capital allocator and does not position itself as an ESG investor.

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Public Holdings

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Location & Offices