FAMILY FIDUCIARY SERVICES, INC.
CRD #146339 SEC #801-119095 BEVERLY, MA 978-922-0050
SEC Registered
Total AUM
$204.8M
Discretionary
$204.8M
Employees
6
Clients
0
Accounts
98
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $204.8M | $204.8M | $0 | 6 | 0 |
| Sep 2024 | $174.7M | $169.8M | $4.9M | 7 | 0 |
| Mar 2024 | $174.7M | $169.8M | $4.9M | 7 | 0 |
| Mar 2023 | $123.5M | $0 | $123.5M | 7 | 0 |
| May 2022 | $136.4M | $0 | $136.4M | 6 | 0 |
| Mar 2022 | $136.4M | $0 | $136.4M | 6 | 0 |
| Sep 2021 | $117.3M | $0 | $117.3M | 6 | 0 |
| Mar 2021 | $117.3M | $0 | $117.3M | 6 | 0 |
| Aug 2020 | $105M | $0 | $105M | 5 | 0 |
| Jul 2020 | $105M | $0 | $105M | 5 | 0 |
| Jul 2020 | $105M | $0 | $105M | 5 | 0 |
| Jun 2020 | $105M | $0 | $105M | 5 | 0 |
DateMar 2025
Total AUM$204.8M
Discretionary$204.8M
Non-Disc.$0
Employees6
Clients0
DateSep 2024
Total AUM$174.7M
Discretionary$169.8M
Non-Disc.$4.9M
Employees7
Clients0
DateMar 2024
Total AUM$174.7M
Discretionary$169.8M
Non-Disc.$4.9M
Employees7
Clients0
DateMar 2023
Total AUM$123.5M
Discretionary$0
Non-Disc.$123.5M
Employees7
Clients0
DateMay 2022
Total AUM$136.4M
Discretionary$0
Non-Disc.$136.4M
Employees6
Clients0
DateMar 2022
Total AUM$136.4M
Discretionary$0
Non-Disc.$136.4M
Employees6
Clients0
DateSep 2021
Total AUM$117.3M
Discretionary$0
Non-Disc.$117.3M
Employees6
Clients0
DateMar 2021
Total AUM$117.3M
Discretionary$0
Non-Disc.$117.3M
Employees6
Clients0
DateAug 2020
Total AUM$105M
Discretionary$0
Non-Disc.$105M
Employees5
Clients0
DateJul 2020
Total AUM$105M
Discretionary$0
Non-Disc.$105M
Employees5
Clients0
DateJul 2020
Total AUM$105M
Discretionary$0
Non-Disc.$105M
Employees5
Clients0
DateJun 2020
Total AUM$105M
Discretionary$0
Non-Disc.$105M
Employees5
Clients0