Company Information

Get to know Prudent Fiduciary Services, LLC

Prudent Fiduciary Services, LLC is an independent consulting firm that provides fiduciary guidance and investment advisory services to sponsors of corporate retirement plans, such as 401(k) and 403(b) plans. Founded on the principles of independence, objectivity, and transparency, the company acts as a co-fiduciary to help plan sponsors manage their responsibilities, mitigate liability, and improve plan outcomes for employees. Their services encompass vendor searches, fee benchmarking, investment selection and monitoring, and participant education.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Prudent Fiduciary Services, LLC

United States

Founded in

2017 (9 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.