Family Fiduciary Services, Inc.
Firm details
- Headquarters
- Beverly, Massachusetts
- CRD number
- 146339
- Registered since
- July 20, 2020
- Website
- www.familyfiduciary.net
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI79.38%
- Pension & Profit Sharing Plans8.97%
- Individuals6.3%
- Corporations / Businesses4.36%
- Charitable Organizations0.99%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Family Fiduciary Services, Inc. is an independent, SEC-registered registered investment adviser that began SEC registration in 2020 and operates as a domestic corporation. The firm serves both individual and family clients as well as institutional accounts and functions as a capital allocator, using third‑party managers where appropriate. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and manager selection, and educational seminars and workshops. Fee arrangements combine percentage‑of‑AUM billing with fixed fees. The firm identifies itself 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
- Public Funds/Mutual Funds48%
- Exchange Traded Equities45%
- Cash & Cash Equivalents4%
- Private Funds2%
- State & Local Bonds1%
Contacts
3 of 6Lawrence Miller
Investment Adviser RepresentativeCRD 5576273
David Grey
PresidentCRD 4733223
Stephen Wilchins
Director and TreasurerCRD 1406804
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Beverly, MA
Essex
Location
Beverly, MA
Headquartered in Beverly, 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
- Essex
- Address
- 900 Cummings Ctr
- Time zone
- ET (UTC-5)
- Office locations
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