150 East Palmetto Park Road
Suite 301
Boca Raton, Florida 33432
Tel: (561) 353-4440
FIDUCIARY FAMILY OFFICE, LLC, formally registered with the SEC as FIDUCIARY FAMILY OFFICE, LLC. The firm was established in 06/26/2023. They have over 2 offices throughout the country.
FIDUCIARY FAMILY OFFICE, LLC is a Boca Raton, Florida based Financial Planning firm with nearly $609,794,558 assets under management, offering retirement planning & investment advisory services to 583 clients. The firm is staffed with 3 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 326990 |
| SEC# | 801-128229 |
| Assets Managed by Firm | $609,794,558 |
| No. of Clients | 583 |
| No. of Advisors | 3 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 583 | $609,794,558 |
| High net worth individuals | 43 | $589,525,872 |
| Charitable organizations | Fewer than 5 clients | $20,268,686 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
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