# PRIME FIDUCIARY

PRIME FIDUCIARY is a RIA based in Los Altos, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Los Altos, United States
- **Assets under management:** Undisclosed
- **Website:** https://primefiduciary.com

## Regulatory record

- **CRD number:** 329392
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329392

## About

Prime Fiduciary Services, LLC provides fiduciary services in the Bay Area. A fiduciary is entrusted to act for another’s benefit, managing affairs and carrying out wishes when clients are unable to or no longer want to. The firm offers trustee and trust administration, court-appointed conservator services, and decedent estate administration. Many seniors and families appoint a California Licensed Professional Fiduciary to avoid burdening family members.

## People

- Sheila Bradford — Partner
- Charley Tucker — Partner
- Bonnie Burdett — Founder (semi-retired)
- Joyce Anthony — Founder (semi-retired)

## Questions

### How does PRIME FIDUCIARY handle fiduciary administration?

The office integrates trust administration and fiduciary oversight within its internal operations rather than delegating these functions to an external bank or trust company. This structure places investment management, estate planning, and trustee responsibilities under a single governance framework. While this design enables streamlined decision-making, it also requires the office to maintain internal compliance and legal capabilities that many family offices choose to outsource.

## Related profiles

- [Priceweaver](https://altss.com/profile/priceweaver)
- [Primech Holdings](https://altss.com/profile/primech-holdings-ltd)

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Last updated: 2026-08-11T15:07:49.000Z

Canonical page: https://altss.com/profile/prime-fiduciary

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