AFG Fiduciary Services Limited Partnership
Firm details
- Headquarters
- Hingham, Massachusetts
- CRD number
- 309943
- Registered since
- September 25, 2020
- Website
- afgfiduciary.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI70.42%
- Individuals27.94%
- Corporations / Businesses1.08%
- Pension & Profit Sharing Plans0.57%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
AFG Fiduciary Services Limited Partnership is an independent registered investment adviser organized as a limited liability partnership and SEC-registered since 2020. The firm serves individual and family clients, delivering financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Its advisory fee model is flexible—charging a percentage of assets under management alongside hourly and fixed-fee engagements—while it does not position itself as a capital allocator or multi-state adviser. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Cash & Cash Equivalents20%
- Investment Grade Corp Bonds5%
- Public Funds/Mutual Funds3%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1
Brian Kenney
Principal And Chief Compliance OfficerCRD 1694580
Contacts
2 of 2Joseph Mccarthy
Financial AdvisorCRD 1017415
Susan Skahan
Operations ManagerCRD 2388770
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 64Active vs passive
$145M in ETFs
77%
$112M
22%
$33.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $22.2M | 29,741 | 15.27% |
Location
Hingham, MA
Plymouth
Location
Hingham, MA
Headquartered in Hingham, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Plymouth
- Address
- 2 Essington Dr
- Time zone
- ET (UTC-5)
- Office locations
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