Prudent Fiduciary Services Revenue
Financial Services • 
Covina, California, United States • 21-50 Employees
Prudent Fiduciary Services revenue & valuation
| Annual revenue | $1,796,655 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,800,000 |
| Total funding | No funding |
Key Contact at Prudent Fiduciary Services
Tom Murphy
Associate Vice President
Company overview
| Headquarters | 100 N Barranca St, West Covina, California 91791, US |
| Phone number | +16265491410 |
| Website | |
| NAICS | 52 |
| SIC | 609 |
| Keywords | Consulting, Esop, Erisa, Independent Fiduciary, Esop Trustee |
| Founded | 2017 |
| Employees | 21-50 |
| Socials |
Prudent Fiduciary Services Email Formats
Prudent Fiduciary Services uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@fiduciaryservices.com), used 61.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@fiduciaryservices.com | 61.1% |
{first name}{last name} | johndoe@fiduciaryservices.com | 38.9% |
About Prudent Fiduciary Services
Miguel Paredes founded Prudent Fiduciary Services to provide Independent Fiduciary, ERISA compliance consulting, and expert witness services related to employee benefit plans such as qualified retirement plans and health and welfare plans. Prior to establishing Prudent Fiduciary Services, Mr. Paredes had a distinguished 12 year career as an employee benefit plan investigator and supervisor with the U.S. Department of Labor, Employee Benefits Security Administration (EBSA). During his time with EBSA, Mr. Paredes conducted and supervised several hundred investigations of ERISA-covered retirement plans, health and welfare plans, and plan service providers, with a focus on Employee Stock Ownership Plans and other investigations involving complex financial issues. Mr. Paredes is also a noted ERISA authority that represented the Department of Labor at various speeches and trainings to ERISA fiduciaries, service providers, and the public on ERISA fiduciary duties and EBSA investigations. In his current role as a professional Independent Fiduciary and ERISA Compliance Consultant, Mr. Paredes brings an expert-level understanding of the requirements for ERISA compliance, balanced with a common-sense approach to the needs of corporate stakeholders. Prudent Fiduciary Services helps ensure that employee benefit plans are being administered prudently, effectively, and in compliance with the law.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Prudent Fiduciary Services has 6 employees across 4 departments.
Departments
Number of employees
Funding Data
Prudent Fiduciary Services has never raised funding before.
Prudent Fiduciary Services Tech Stack
Discover the technologies and tools that power Prudent Fiduciary Services's digital infrastructure, from frameworks to analytics platforms.
CMS
JavaScript libraries
JavaScript libraries
JavaScript frameworks
Reverse proxies
Security
Miscellaneous
Font scripts
Cookie compliance
JavaScript libraries
Pakistan
France
Germany
Frequently asked questions
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