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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Family Fiduciary Services Inc
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|---|---|
| CRD # | 146339 |
| SEC # | 801-119095 |
| CIK # | |
| AUM | $204.8 M (2025-03-27) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 978-922-0050 |
| Address | 900 Cummings Center Beverly, MA 01915 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 12.2 |
| (b) Individuals (high net worth individuals) | 32 | 162.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 14.9 |
| (h) Charitable organizations | 0 | 1.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 13.0 |
| (n) Other | 5 | 1.1 |
| Total | 98 | 204.8 |
| By Discretionary | ||
| Discretionary | 98 | 204.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 98 | 204.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 204.8 | |
| Total | 98 | 204.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Elevation Advisory Partners LLC
✚
|
FL | 0.2 |
|
Rachor Investment Advisory Services LLC
✚
|
MI | 0.2 |
|
McAlister Sweet & Associates Inc
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TX | 0.2 |
|
Aljen Asset Management LLC
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|
NJ | 0.2 |
|
Belleair Asset Management LLC
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|
FL | 0.2 |
|
Radix Financial LLC
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|
0.2 | |
|
Capital Financial Group Inc
✚
|
CO | 0.2 |
|
Brewster Financial Planning LLC
✚
|
NY | 0.2 |
|
Bland Garvey Wealth Advisors LLC
✚
|
TX | 0.2 |
|
Aspiring Ventures LLC
✚
|
OH | 0.2 |