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FIDUCIARY SERVICES LLC

POCATELLO, ID · CRD 314777 · IAPD ↗ · fsesop.com · 208-281-3807

$1.26BRegulatory AUM
1Advisory reps
7Employees
2Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
December 2025 — FIDUCIARY SERVICES LLC (POCATELLO, ID) left the SEC roster (was $1.26B RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.