# 3(38) INVESTMENT FIDUCIARIES INC.

3(38) INVESTMENT FIDUCIARIES INC. of SIMI VALLEY, CA is an SEC-registered investment adviser.

## Registration

- CRD: 298053
- Type: SEC-registered investment adviser
- SEC file number: 801-114078
- Location: 3355 COCHRAN STREET, SUITE 101, SIMI VALLEY, CA, 93063
- Phone: (818) 296-9529
- Latest filing: 2026-06-22
- Regulatory AUM: $1.0B
- Discretionary AUM: $1.0B
- Clients: 2
- Accounts: 207

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Pensions

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Steven T Wilkinson | PRESIDENT & CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER, & MEMBER (+1 more) | — |
| FINE ROBERT MICHAEL | RETIREMENT PLAN CONSULTANT | — |
| WILKINSON STEVEN T | PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| Ashley Christina Wilkinson | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/298053/brochure
- Similar advisers: https://search.stillhousedata.com/firm/298053/similar
- Related entities: https://search.stillhousedata.com/firm/298053/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/298053

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.