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Building 2FAMILY CAPITAL FIDUCIARY, LLC

Map pinBOSTON, MA
Phone617-227-4888
NotebookSEC #801-57006
Total AUM
$139.7M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
33 BROAD STREET
BOSTON
MA 02481
USA
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
617-227-4888

ReceiptFinancials

Total AUM
$139.7M
Accounts
50
Discretionary
$139.7M
Accounts
50
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMANJ

HandshakeAffiliates

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

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