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Home > Retirement Planners > massachusetts > beverly > FAMILY FIDUCIARY SERVICES, INC.
FAMILY FIDUCIARY SERVICES, INC.
900 Cummings Center
Suite 212-U
Beverly, Massachusetts 01915
Tel: 978-922-0050
About FAMILY FIDUCIARY SERVICES, INC.
FAMILY FIDUCIARY SERVICES, INC, formally registered with the SEC as FAMILY FIDUCIARY SERVICES, INC. The firm was established in 07/20/2020. They have over 1 offices throughout the country.
FAMILY FIDUCIARY SERVICES, INC. is a Beverly, Massachusetts based Financial Planning firm with nearly $174,670,077 assets under management, offering retirement planning & investment advisory services to 81 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 146339 |
| SEC# | 801-119095 |
| Assets Managed by Firm | $174,670,077 |
| No. of Clients | 81 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 81 | $174,670,077 |
| Individuals (other than high net worth individuals) | 46 | $14,858,815 |
| High net worth individuals | 28 | $137,298,568 |
| Pension and profit sharing plans | Fewer than 5 clients | $11,113,413 |
| Charitable organizations | Fewer than 5 clients | $1,140,447 |
| Corporations or other businesses | 7 | $9,323,502 |
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