Fiduciary Essentials™ Training for Trustees, Boards, Investment Committees of nonprofits, apprenticeship trusts, tribal nations, government treasury & comptroller offices, and retirement plans. Language of Nonprofit Fiduciaries™, Fiduciary Best Practices Gap Analyses & Consulting, Investment Practices & Performance Evaluation | Centre for Fiduciary Excellence - CEFEX Certification How to Fiduciary | AIFA®, CEFEX Analysts Empowering Your Fiduciary Excellence
| Website | https://www.fiduciarypath.com |
| Revenue | $5 million |
| Employees | 3 (1 on RocketReach) |
| Founded | 2012 |
| Address | 77 Water St Fl 8, New York City, New York 10005, US |
| Phone | +1 916-435-2100 |
| Technologies |
JavaScript
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PHP
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| Industry | Professional Training and Coaching, Finance General, Finance |
| Keywords | Nonprofit Governance, Trustee Training, Nonprofit Compliance, Fiduciary Responsibility, Retirement Plan Fiduciary, Investment Management Training, Ethics Training, Financial Training, Compliance Training, Governance Training |
| Competitors | Deloitte, PwC, EY, Mercer, BlackRock, Aon, Baker Tilly US, Milliman, Grant Thornton LLP (US), WTW +42 more (view full list) |
| SIC | SIC Code 609 Companies, SIC Code 60 Companies |
| NAICS | NAICS Code 523991 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 52399 Companies, NAICS Code 523 Companies |
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FiduciaryPath Questions
The FiduciaryPath annual revenue was $5 million in 2026.
1 people are employed at FiduciaryPath.
FiduciaryPath is based in New York City, New York.
The NAICS codes for FiduciaryPath are [523991, 52, 5239, 52399, 523].
The SIC codes for FiduciaryPath are [609, 60].
Top FiduciaryPath Employees
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Allan Henriques
Fiduciary Consultant at FiduciaryPath
San Jose, CA, US25
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