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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| O'NEILL, CAMERON, DANIEL | I | DIRECTOR | NA | Control |
| O'NEILL, CAMERON, DANIEL | I | DIRECTOR | NA | Control |
| O'NEILL, CAMERON, DANIEL | I | DIRECTOR | NA | Control |
| REA III, DAN | I | DIRECTOR | NA | Control |
| REA III, DAN | I | DIRECTOR | NA | Control |
| REA III, DAN | I | DIRECTOR | NA | Control |
| REA III, DAN | I | DIRECTOR | NA | Control |
| REA III, DAN | I | DIRECTOR | NA | Control |
| REA III, DAN | I | DIRECTOR | NA | Control |
| REA III, DAN | I | DIRECTOR | NA | Control |
| REA III, DAN | I | DIRECTOR | NA | Control |
| REA III, DAN | I | DIRECTOR | NA | Control |
| REA III, DAN | I | DIRECTOR | NA | Control |
| REA III, DAN | I | DIRECTOR | NA | Control |
| REA III, DAN | I | MEMBER OF THE BOARD OF DIRECTORS AND INVESTMENT COMMITTEE | NA | Control |
| WILCHINS, STEPHEN, NILES | I | TRUSTEE TO THE RICHARD D. PONN REVOCABLE TRUST | NA | Control |
| WILCHINS, STEPHEN, NILES | I | TRUSTEE TO THE RICHARD D. PONN REVOCABLE TRUST | NA | Control |
| WILCHINS, STEPHEN, NILES | I | TRUSTEE TO THE NANCY L. PONN IRREVOCABLE FAMILY TRUST 2024 | NA | |
| WILCHINS, STEPHEN, NILES | I | TRUSTEE TO THE NANCY L. PONN IRREVOCABLE FAMILY TRUST 2024 | NA | |
| WILCHINS, STEPHEN, NILES | I | TRUSTEE TO THE NANCY L. PONN IRREVOCABLE FAMILY TRUST 2024 | NA | |
| GREY, DAVID, LAWRENCE | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | D | Control |
| GREY, DAVID, LAWRENCE | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | D | Control |
| GREY, DAVID, LAWRENCE | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | D | Control |
| GREY, DAVID, LAWRENCE | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | D | Control |
| GREY, DAVID, LAWRENCE | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | D | Control |
| GREY, DAVID, LAWRENCE | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | D | Control |
| GREY, DAVID, LAWRENCE | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | D | Control |
| GREY, DAVID, LAWRENCE | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | D | Control |
| GREY, DAVID, LAWRENCE | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | D | Control |
| GREY, DAVID, LAWRENCE | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | D | Control |
| GREY, DAVID, LAWRENCE | I | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER AND SHAREHOLDER | D | Control |
| GREY, DAVID, LAWRENCE | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, CHAIRMAN OF THE BOARD OF DIRECTORS AND INVESTMENT COMMITTEE | D | Control |
| MILLER, LAWRENCE, GOODALL | I | DIRECTOR AND SHAREHOLDER | B | Control |
| MILLER, LAWRENCE, GOODALL | I | DIRECTOR AND SHAREHOLDER | B | Control |
| MILLER, LAWRENCE, GOODALL | I | DIRECTOR AND SHAREHOLDER | B | Control |
| MILLER, LAWRENCE, GOODALL | I | DIRECTOR AND SHAREHOLDER | B | Control |
| MILLER, LAWRENCE, GOODALL | I | DIRECTOR AND SHAREHOLDER | B | Control |
| MILLER, LAWRENCE, GOODALL | I | DIRECTOR AND SHAREHOLDER | B | Control |
| MILLER, LAWRENCE, GOODALL | I | DIRECTOR AND SHAREHOLDER | B | Control |
| MILLER, LAWRENCE, GOODALL | I | DIRECTOR AND SHAREHOLDER | B | Control |
| MILLER, LAWRENCE, GOODALL | I | DIRECTOR AND SHAREHOLDER | B | Control |
| MILLER, LAWRENCE, GOODALL | I | DIRECTOR AND SHAREHOLDER | B | Control |
| MILLER, LAWRENCE, GOODALL | I | DIRECTOR AND SHAREHOLDER | B | Control |
| MILLER, LAWRENCE, GOODALL | I | MEMBER OF THE BOARD OF DIRECTORS AND INVESTMENT COMMITTEE | B | Control |
| RICHARD D. PONN REVOCABLE TRUST | DE | SHAREHOLDER | B | |
| RICHARD PONN ESTATE | DE | SHAREHOLDER | B | |
| RICHARD PONN ESTATE | DE | SHAREHOLDER | B | |
| RICHARD PONN ESTATE | DE | SHAREHOLDER | B | |
| RICHARD PONN ESTATE | DE | SHAREHOLDER | B | |
| RICHARD PONN ESTATE | DE | SHAREHOLDER | B | |
| RICHARD PONN ESTATE | DE | SHAREHOLDER | B | |
| WILCHINS, STEPHEN, NILES | I | DIRECTOR, CHAIRMAN AND SHAREHOLDER | B | Control |
| WILCHINS, STEPHEN, NILES | I | DIRECTOR, CHAIRMAN AND SHAREHOLDER | B | Control |
| WILCHINS, STEPHEN, NILES | I | DIRECTOR, CHAIRMAN AND SHAREHOLDER | B | Control |
| WILCHINS, STEPHEN, NILES | I | DIRECTOR, CHAIRMAN AND SHAREHOLDER | B | Control |
| WILCHINS, STEPHEN, NILES | I | DIRECTOR, CHAIRMAN AND SHAREHOLDER | B | Control |
| WILCHINS, STEPHEN, NILES | I | DIRECTOR, CHAIRMAN AND SHAREHOLDER | B | Control |
| WILCHINS, STEPHEN, NILES | I | DIRECTOR, CHAIRMAN AND SHAREHOLDER | B | Control |
| WILCHINS, STEPHEN, NILES | I | DIRECTOR, CHAIRMAN AND SHAREHOLDER | B | Control |
| WILCHINS, STEPHEN, NILES | I | DIRECTOR, CHAIRMAN AND SHAREHOLDER | B | Control |
| WILCHINS, STEPHEN, NILES | I | DIRECTOR, CHAIRMAN AND SHAREHOLDER | B | Control |
| WILCHINS, STEPHEN, NILES | I | DIRECTOR, CHAIRMAN AND SHAREHOLDER | B | Control |
| WILCHINS, STEPHEN, NILES | I | SHAREHOLDER | B | Control |
| Cosentino, Michael, B. | I | SHAREHOLDER | A | |
| Cosentino, Michael, B. | I | SHAREHOLDER | A | |
| Cosentino, Michael, B. | I | SHAREHOLDER | A | |
| Cosentino, Michael, B. | I | SHAREHOLDER | A | |
| NANCY L. PONN IRREVOCABLE FAMILY TRUST 2024 | DE | SHAREHOLDER | A | |
| NANCY L. PONN IRREVOCABLE FAMILY TRUST 2024 | DE | SHAREHOLDER | A | |
| NANCY L. PONN IRREVOCABLE FAMILY TRUST 2024 | DE | SHAREHOLDER | A | |
| O'NEILL, CAMERON, DANIEL | I | MEMBER OF THE BOARD OF DIRECTORS AND INVESTMENT COMMITTEE, V.P. SENIOR WEALTH ADVISOR | A | Control |
| RICHARD D. PONN REVOCABLE TRUST | DE | SHAREHOLDER | A | |
| RICHARD D. PONN REVOCABLE TRUST | DE | SHAREHOLDER | A |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (3)
MA NH TX
Address
900 CUMMINGS CENTERSUITE 212-U
BEVERLY, MA 01915
United States
Phone: 978-922-0050