AFG FIDUCIARY SERVICES

2 Essington Drive
Hingham, Massachusetts 02043
Tel: (781) 741-2540

About AFG FIDUCIARY SERVICES

AFG FIDUCIARY SERVICES, formally registered with the SEC as AFG FIDUCIARY SERVICES. The firm was established in 09/25/2020. They have over 1 offices throughout the country.

AFG FIDUCIARY SERVICES is a Hingham, Massachusetts based Financial Planning firm with nearly $229,162,602 assets under management, offering retirement planning & investment advisory services to 442 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	309943
SEC#	801-119539
Assets Managed by Firm	$229,162,602
No. of Clients	442
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	442	$229,162,602
Individuals (other than high net worth individuals)	96	$64,000,146
High net worth individuals	67	$154,193,458
Pension and profit sharing plans	Fewer than 5 clients	$4,863,191
Corporations or other businesses	5	$6,105,807

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