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AFG FIDUCIARY SERVICES

AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP

CRD 309943 · SEC 801-119539

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2 ESSINGTON DRIVE, HINGHAM, MA, 02043, United States

Phone

(781) 741-2540

Fax

(781) 741-2541

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$166.3M

Discretionary AUM

$166.3M

Team

3 total employees; 3 advisory reps; 18 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Partnership

Filing date

2026-03-05

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Individuals46$46.5M
High net worth individuals113$117.1M

States served

ME, MA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD