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| Keyboard |
| Family Fiduciary Services Inc
✚
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|---|---|
| CRD # | 146339 |
| SEC # | 801-119095 |
| CIK # | |
| AUM | 254.2 M (2026-03-26) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 978-922-0050 |
| Address | 900 Cummings Center Beverly, MA 01915 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 64 | 16.0 |
| (b) Individuals (high net worth individuals) | 39 | 201.7 |
| (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 | 9 | 22.8 |
| (h) Charitable organizations | 6 | 2.5 |
| (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 | 11 | 11.1 |
| (n) Other | 0 | 0.0 |
| Total | 369 | 254.2 |
| By Discretionary | ||
| Discretionary | 369 | 254.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 369 | 254.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 254.2 | |
| Total | 369 | 254.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hartmann Taylor Wealth Management LLC
✚
|
TX | 254.6 M |
|
Blacktower Financial Management US LLC
✚
|
FL | 254.4 M |
|
Westpark Wealth Advisors Inc
✚
|
TX | 254.3 M |
|
Madrone Investment Advisory LLC
✚
|
CA | 254.3 M |
|
Mendota Financial Group LLC
✚
|
WI | 254.2 M |
|
Westco Advisory Services Inc
✚
|
NY | 254.0 M |
|
Defined Wealth Management LLC
✚
|
OR | 254.0 M |
|
Addis & Hill Incorporated
✚
|
PA | 254.0 M |
|
Connecticut Capital Management Group LLC
✚
|
CT | 253.9 M |
|
Green Alpha Advisors LLC
✚
|
CO | 253.9 M |