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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Fiduciary Family Office LLC
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|---|---|
| CRD # | 326990 |
| SEC # | 801-128229 |
| CIK # | 0002020280 |
| AUM | $696.1 M (2025-03-21) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 561-353-4440 |
| Address | 150 East Palmetto Park Road Boca Raton, FL 33432 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 90.8 | ||
| Nvidia Corp | 9.2 | ||
| Microsoft Corp | 8.8 | ||
| Alphabet Inc | 6.1 | ||
| Facebook Inc | 5.0 | ||
| Amazon Com Inc | 4.5 | ||
| J P Morgan Chase & Co | 4.1 | ||
| Broadcom Inc | 4.0 | ||
| Philip Morris International Inc | 3.9 | ||
| VISA Inc | 3.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 45 | 674.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 21.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 598 | 696.1 |
| By Discretionary | ||
| Discretionary | 531 | 584.2 |
| Non-Discretionary | 67 | 111.9 |
| Total | 598 | 696.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 696.1 | |
| Total | 598 | 696.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002020280] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Astoria Portfolio Advisors LLC
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|
NY | 0.7 |
|
Fiduciary Financial Group LLC
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|
CA | 0.7 |
|
Freedom Advisory LLC
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|
PR | 0.7 |
|
Buttonwood Financial Group LLC
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MO | 0.7 |
|
Ipswich Investment Management Company Inc
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|
MA | 0.7 |
|
Veracity Capital LLC
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|
GA | 0.7 |
|
DL Carlson Investment Group Inc
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|
NH | 0.7 |
|
American Wealth Management
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|
NV | 0.7 |
|
Marathon Capital Management LLC
✚
|
MD | 0.7 |
|
Seneca Financial Advisors LLC
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|
NY | 0.7 |