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Building 2AFG FIDUCIARY SERVICES

Map pinHINGHAM, MA
Phone(781) 741-2540
NotebookSEC #801-119539
Total AUM
$166.3M
Employees
3
Clients
161

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
2 ESSINGTON DRIVE
HINGHAM
MA 02043
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
(781) 741-2540

ReceiptFinancials

Total AUM
$166.3M
Accounts
323
Discretionary
$166.3M
Accounts
323
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
46
AUM
$46.5M
HNW Individual Clients
113
AUM
$117.1M
Pension/Profit Sharing Plan Clients
1
AUM
$945.4K
Corporation or Business Clients
1
AUM
$1.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMAMENHTX

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

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