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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| AFG Fiduciary Services Limited Partnership
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|---|---|
| CRD # | 309943 |
| SEC # | 801-119539 |
| CIK # | 0001907820 |
| AUM | $229.2 M (2025-02-13) |
| Employees | 4 (100% Investors, 75% Brokers) |
| Phone | 781-741-2540 |
| Address | 2 Essington Drive Hingham, MA 02043 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 6.6 | ||
| SPDR Gold Trust | 4.2 | ||
| Advanced Micro Devices Inc | 3.2 | ||
| Nvidia Corp | 1.9 | ||
| CAVA Group Inc | 1.7 | ||
| Cloudflare Inc | 1.3 | ||
| Apple Inc | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 96 | 64.0 |
| (b) Individuals (high net worth individuals) | 67 | 154.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 4.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 6.1 |
| (n) Other | 0 | 0.0 |
| Total | 442 | 229.2 |
| By Discretionary | ||
| Discretionary | 434 | 227.8 |
| Non-Discretionary | 8 | 1.3 |
| Total | 442 | 229.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 229.2 | |
| Total | 442 | 229.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001907820] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Hansen & Associates Financial Group Inc
✚
|
CA | 0.2 |
|
Pinnacle West Asset Management Inc
✚
|
WY | 0.2 |
|
Hurley Capital LLC
✚
|
NY | 0.2 |
|
Westpark Wealth Advisors Inc
✚
|
TX | 0.2 |
|
Antoine Williams & Associates Wealth Management LLC
✚
|
VT | 0.2 |
|
Bright Wealth Management LLC
✚
|
TX | 0.2 |
|
Texas Family Wealth LLC
✚
|
TX | 0.2 |
|
Omnistar Financial Group Inc
✚
|
NC | 0.2 |
|
Your Private Client Group Inc
✚
|
0.2 | |
|
Burkholder & Associates LLC
✚
|
MD | 0.2 |