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FAMILY FIDUCIARY SERVICES, INC.
CRD 146339 · SEC 801-119095
900 CUMMINGS CENTER, SUITE 212-U, BEVERLY, MA, 01915, United States
Phone
978-922-0050
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$254.2M
Discretionary AUM
$254.2M
Team
5 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 64 | $16.0M |
| High net worth individuals | 39 | $201.7M |
| Pension/profit sharing plans | 9 | $22.8M |
| Charitable organizations | 6 | $2.5M |
| Corporations/business entities | 11 | $11.1M |
States served
MA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD