Fiduciary Services Overview

  • Founded
  • 1970
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

Fiduciary Services General Information

Description

Provider of investment advisory services. The company operates as an investment manager, that specializes in offering financial planning, retirement planning, bill payment facility and investment management services.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Other Commercial Services
Primary Office
  • P.O. Box 13688
  • Savannah, GA 31406
  • United States
+1 (912) 000-0000
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Fiduciary Services Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Fiduciary Services Executive Team (3)

Name Title Board Seat Contact Info
Malcolm Butler JD President & Chief Executive Officer
Julia Butler JD Chief Operating & Compliance Officer & Director, 401(k) Advisory Services
Joel Goodman Chief Investment Officer
To view Fiduciary Services’s complete executive team members history, request access »