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 Advisers
Firm profile
FINTRXOverview
Family Fiduciary Services, Inc. is an independent registered investment adviser that began SEC registration in 2020 and serves both individual/family and institutional clients. The firm operates as a capital allocator and provides fee-based wealth services, charging a percentage of assets under management as well as fixed fees. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm reports being an active ESG investor.
Assets & Accounts
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 6Beatrice Tiberii
OperationsCRD 8058217
CAMERON O'NEILL
Investment AssociateCRD 7028381
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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