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| Keyboard |
| AFG Fiduciary Services Limited Partnership
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|---|---|
| CRD # | 309943 |
| SEC # | 801-119539 |
| CIK # | 0001907820 |
| AUM | 166.3 M (2026-03-05) |
| Employees | 3 (100% Investors, 100% 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) | |
|---|---|---|---|
| Advanced Micro Devices Inc | 5.4 | ||
| SPDR Gold Trust | 4.9 | ||
| Amazon Com Inc | 3.9 | ||
| Cloudflare Inc | 1.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 46 | 46.5 |
| (b) Individuals (high net worth individuals) | 113 | 117.1 |
| (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 | 0.9 |
| (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 | 0 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 323 | 166.3 |
| By Discretionary | ||
| Discretionary | 323 | 166.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 323 | 166.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 166.3 | |
| Total | 323 | 166.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001907820] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 18 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Strategic Financial Management LLC
✚
|
166.8 M | |
|
McDonnell Wealth Management LLC
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|
IL | 166.7 M |
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Skybound Wealth Management USA LLC
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TX | 166.5 M |
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Conway Partners Management LLC
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166.3 M | |
|
Great Lakes Wealth LLC
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MI | 166.3 M |
|
Strong Retirement Solutions LLC
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|
W & S Management Services Inc
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NY | 166.0 M |
|
Stolzer Rothschild Levy LLC
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|
NJ | 166.0 M |
|
Lyons Capital Group LLC
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|
LA | 165.9 M |
|
Vestpointe Wealth Management LLC
✚
|
AZ | 165.8 M |