← Back to searchVisit website
FIDUCIARY FAMILY OFFICE, LLC
CRD 326990 · SEC 801-128229
150 EAST PALMETTO PARK ROAD, SUITE 301, BOCA RATON, FL, 33432, United States
Phone
(561) 353-4440
Fax
(561) 353-4445
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$747.7M
Discretionary AUM
$625.3M
Team
3 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersFAMILY OFFICE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 46 | $724.6M |
States served
LA, ME, NY, UT, TX, FL
All web addresses on file
Official SEC filing: View on IAPD