FIDUCIARY ARCHITECTS LLC
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 322251
- Website
- www.fiduciaryarchitects.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Fiduciary Architects LLC is an independent registered investment adviser structured as an LLC and owned by an individual. The firm serves primarily individual and family clients and positions itself as a capital allocator that also selects outside managers. Core services include comprehensive financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. Fiduciary Architects charges fees as a percentage of assets under management and also uses hourly and fixed-fee arrangements. The firm is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents15%
- Non-Exchange Traded Equities3%
Contacts
2 of 2MARK ZIELINSKI
Managing PartnerCRD 1001981
Jeffrey Brandeen
Investment Adviser RepresentativeCRD 2894744
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEWPORT BEACH, CA
ORANGE
Location
NEWPORT BEACH, CA
Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 3416 Via Lido
- Time zone
- PT (UTC-8)
- Office locations
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