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Building 2FIDUCIARY FAMILY OFFICE, LLC

Map pinBOCA RATON, FL
Phone(561) 353-4440
NotebookSEC #801-128229
Total AUM
$747.7M
Employees
3
Clients
47

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
150 EAST PALMETTO PARK ROAD
SUITE 301
BOCA RATON
FL 33432
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Phone
(561) 353-4440

ReceiptFinancials

Total AUM
$747.7M
Accounts
624
Discretionary
$625.3M
Accounts
554
Non-Discretionary
$122.4M
Accounts
70

ContactClients

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HNW Individual Clients
46
AUM
$724.6M
Charitable Organization Clients
1
AUM
$23M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAMENYTXUT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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