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Building 2FAMILY FIDUCIARY SERVICES, INC.

Map pinBEVERLY, MA
Phone978-922-0050
NotebookSEC #801-119095
Total AUM
$254.2M
Employees
5
Clients
129

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
900 CUMMINGS CENTER
SUITE 212-U
BEVERLY
MA 01915
United States
Operating Hours
9:00AM-4:00PM
Monday - Friday
Phone
978-922-0050

ReceiptFinancials

Total AUM
$254.2M
Accounts
369
Discretionary
$254.2M
Accounts
369
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
64
AUM
$16M
HNW Individual Clients
39
AUM
$201.7M
Pension/Profit Sharing Plan Clients
9
AUM
$22.8M
Charitable Organization Clients
6
AUM
$2.5M
Corporation or Business Clients
11
AUM
$11.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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