AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
Legal name: AFG FIDUCIARY SERVICES
CRD #309943 SEC #801-119539 HINGHAM, MA (781) 741-2540
SEC Registered
Total AUM
$229.2M
Discretionary
$227.8M
Employees
4
Clients
51
Accounts
442
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $229.2M | $227.8M | $1.3M | 4 | 14 |
| Feb 2024 | $213.3M | $211.6M | $1.7M | 4 | 159 |
| Mar 2023 | $175M | $164M | $11M | 4 | 126 |
| Feb 2023 | $175M | $164M | $11M | 4 | 126 |
| Feb 2022 | $199M | $180M | $19M | 4 | 75 |
| Jan 2022 | $186M | $170M | $16M | 4 | 0 |
| Oct 2021 | $186M | $170M | $16M | 4 | 0 |
| Apr 2021 | $186M | $170M | $16M | 4 | 0 |
| Mar 2021 | $186M | $170M | $16M | 4 | 0 |
| Dec 2020 | $0 | $0 | $0 | 4 | 0 |
| Dec 2020 | $0 | $0 | $0 | 4 | 0 |
| Nov 2020 | $0 | $0 | $0 | 4 | 0 |
| Aug 2020 | $0 | $0 | $0 | 2 | 0 |
DateFeb 2025
Total AUM$229.2M
Discretionary$227.8M
Non-Disc.$1.3M
Employees4
Clients14
DateFeb 2024
Total AUM$213.3M
Discretionary$211.6M
Non-Disc.$1.7M
Employees4
Clients159
DateMar 2023
Total AUM$175M
Discretionary$164M
Non-Disc.$11M
Employees4
Clients126
DateFeb 2023
Total AUM$175M
Discretionary$164M
Non-Disc.$11M
Employees4
Clients126
DateFeb 2022
Total AUM$199M
Discretionary$180M
Non-Disc.$19M
Employees4
Clients75
DateJan 2022
Total AUM$186M
Discretionary$170M
Non-Disc.$16M
Employees4
Clients0
DateOct 2021
Total AUM$186M
Discretionary$170M
Non-Disc.$16M
Employees4
Clients0
DateApr 2021
Total AUM$186M
Discretionary$170M
Non-Disc.$16M
Employees4
Clients0
DateMar 2021
Total AUM$186M
Discretionary$170M
Non-Disc.$16M
Employees4
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0