LP Profile

Family Fiduciary Services

Also known as family fiduciary services

Multi Family Office (MFO)Beverly, United StatesFounded 2007
$254M
Assets Under Management
Beverly
Headquarters
Investment Focus

About Family Fiduciary Services

Family Fiduciary Services, Inc. is a Fee-Only Fiduciary Investment Advisor offering Investment Management, 401k Planning, Trustee, and Family Office Services.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Family Fiduciary Services from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$254.2M
Total Clients
369
Filing Date
March 26, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Family Fiduciary Services across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Family Fiduciary Services?

Family Fiduciary Services is a multi family office (mfo) based in Beverly, United States, managing approximately $254M in assets.

Where is Family Fiduciary Services headquartered?

Family Fiduciary Services is headquartered in Beverly, United States.

How much does Family Fiduciary Services manage?

Family Fiduciary Services manages approximately $254M in assets under management.

When was Family Fiduciary Services founded?

Family Fiduciary Services was founded in 2007.

How can I contact Family Fiduciary Services?

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