VAULT FIDUCIARY LLC
Firm details
- Headquarters
- ,
- CRD number
- 339088
- Registered since
- December 1, 2025
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, BANK OF AMERICA TRUST COMPANY
- Fee structure
- Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Portfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Vault Fiduciary LLC is an SEC-registered limited liability advisory firm that positions itself as a provider of portfolio management and pension consulting services to institutional clients and businesses. The firm operates under a fixed-fee structure and is designated as an individual-owned adviser. Vault identifies pension consulting and portfolio management for institutions as its primary advisory activities. It is not identified as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator.
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 Equities69%
- Other31%
Contacts
1 of 1JOSHUA GOLDSTEIN
DirectorCRD 5399663
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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