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President & Chief Compliance Officer · 3(38) Investment Fiduciaries

Steven T Wilkinson

CRD 5294043 · Named on Form ADV at 2 SEC-registered advisers

At a glance

3(38) Investment Fiduciaries, an SEC-registered asset manager based in Simi Valley, CA with $1.0 billion in regulatory assets, lists Steven T Wilkinson on its Form ADV as President & Chief Compliance Officer, a control person. The SEC filings also name Steven at 1 other registered adviser.

Firms and roles

AtlasMembers

Steven’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Michael FineRetirement Plan Consultant, Member, Monarch Plan Advisors

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.