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3(38) Investment Fiduciaries

3(38) Investment Fiduciaries Email Formats

Financial Services โ€ข Flag of USSimi Valley, United States โ€ข 1-10 Employees

3(38) Investment Fiduciaries Email Formats

3(38) Investment Fiduciaries uses 2 email formats. The most common is {first initial} (e.g., j@338if.com), used 50% of the time.

FormatExamplePercentage
{first initial}
j@338if.com
50%
{first name}
john@338if.com
50%

Key Contact at 3(38) Investment Fiduciaries

Flag of US

Adrian Ramirez

Director of Investments

Company overview

HeadquartersSimi Valley, United States
Phone number+18182969529
Website
NAICS52
SIC628
Employees1-10

About 3(38) Investment Fiduciaries

๐—Ÿ๐—ฒ๐˜ ๐˜‚๐˜€ ๐—ฏ๐—ฒ ๐˜†๐—ผ๐˜‚๐—ฟ ๐—™๐—ถ๐—ฑ๐˜‚๐—ฐ๐—ถ๐—ฎ๐—ฟ(๐—ฒ๐—ฎ๐˜€๐—ฒ)โ„ข ๐—ฎ๐—ป๐—ฑ ๐—น๐—ฒ๐˜ ๐˜†๐—ผ๐˜‚ ๐—˜๐—”๐—ฆ๐—œ๐—Ÿ๐—ฌ ๐˜€๐—ฐ๐—ฎ๐—น๐—ฒ ๐˜†๐—ผ๐˜‚๐—ฟ ๐Ÿฐ๐Ÿฌ๐Ÿญ(๐—ธ) ๐—ฝ๐—ฟ๐—ฎ๐—ฐ๐˜๐—ถ๐—ฐ๐—ฒ. 3(38) Investment Fiduciaries is a ๐Ÿฐ๐Ÿฌ๐Ÿญ(๐—ธ) ๐—ฏ๐—ฎ๐—ฐ๐—ธ ๐—ผ๐—ณ๐—ณ๐—ถ๐—ฐ๐—ฒ for ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—ฎ๐—ฑ๐˜ƒ๐—ถ๐˜€๐—ผ๐—ฟ๐˜€. Partner with 401(k) specialists as your back office for anything retirement plan! In addition to being your client's 3(38) investment fiduciary, our office provides: โ€ข ๐—–๐˜‚๐˜€๐˜๐—ผ๐—บ ๐—™๐˜‚๐—ป๐—ฑ ๐— ๐—ฒ๐—ป๐˜‚๐˜€ - Tailor build your planโ€™s investment menu based on asset classes, fund family, cost, etc. โ€ข ๐—ข๐—ป๐—น๐—ถ๐—ป๐—ฒ ๐—ฃ๐—น๐—ฎ๐—ป ๐—ฉ๐—ฎ๐˜‚๐—น๐˜ - Organize and view your client data through our single sign-on online plan vault. โ€ข ๐—ค๐˜‚๐—ฎ๐—ฟ๐˜๐—ฒ๐—ฟ๐—น๐˜† ๐—œ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—บ๐—ฒ๐—ป๐˜ ๐—ฅ๐—ฒ๐—ฝ๐—ผ๐—ฟ๐˜๐—ถ๐—ป๐—ด - We provide quarterly investment reporting with commentary. โ€ข ๐—–๐—ผ๐—บ๐—บ๐—ถ๐˜๐˜๐—ฒ๐—ฒ ๐— ๐—ฒ๐—ฒ๐˜๐—ถ๐—ป๐—ด๐˜€* - Our team is able to participate in committee meetings. โ€ข ๐—™๐—ฒ๐—ฒ ๐—•๐—ฒ๐—ป๐—ฐ๐—ต๐—บ๐—ฎ๐—ฟ๐—ธ๐—ถ๐—ป๐—ด* - Our office can provide ongoing fee benchmarkings to ensure the plan is competitive. *certain restrictions apply.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

3(38) Investment Fiduciaries has never raised funding before.

3(38) Investment Fiduciaries Tech Stack

Discover the technologies and tools that power 3(38) Investment Fiduciaries's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

Cloudflare

CDN

Stripe

Stripe

Payment processors

Google Tag Manager

Google Tag Manager

Tag managers

ClickFunnels

ClickFunnels

Marketing automation

HTTP/3

HTTP/3

Miscellaneous

Calendly

Calendly

Appointment scheduling

Open Graph

Open Graph

Miscellaneous

VideoJS

VideoJS

Video players

Vimeo

Vimeo

Video players

Recurly

Recurly

Payment processors

Cloudflare Browser Insights

Cloudflare Browser Insights

Analytics

Google Font API

Google Font API

Font scripts

Frequently asked questions

3(38) Investment Fiduciaries is located in Simi Valley, US.
You can reach 3(38) Investment Fiduciaries at +18182969529.
3(38) Investment Fiduciaries has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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