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 that began SEC registration in 2020. The firm serves individuals and families, offering a mix of financial planning and discretionary portfolio management for individual clients, small businesses and institutional business clients, and provides pension consulting services. Its billing mixes asset-based fees with hourly and fixed-fee engagements. The firm is not characterized as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$147M in ETFs
77%
$114M
22%
$33.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $22.7M | 29,134 | 15.39% |
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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