FIDUCIARY FAMILY OFFICE, LLC
CRD #326990 SEC #801-128229 BOCA RATON, FL (561) 353-4440
SEC Registered
Total AUM
$696.1M
Discretionary
$584.2M
Employees
3
Clients
26
Accounts
598
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $696.1M | $584.2M | $111.9M | 3 | 0 |
| May 2024 | $609.8M | $504.3M | $105.5M | 3 | 0 |
| Jan 2024 | $609.8M | $504.3M | $105.5M | 3 | 0 |
| Nov 2023 | $451.6M | $451.6M | $0 | 3 | 0 |
| Oct 2023 | $451.6M | $451.6M | $0 | 2 | 0 |
| Aug 2023 | $0 | $0 | $0 | 2 | 0 |
| Jul 2023 | $0 | $0 | $0 | 2 | 0 |
| May 2023 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$696.1M
Discretionary$584.2M
Non-Disc.$111.9M
Employees3
Clients0
DateMay 2024
Total AUM$609.8M
Discretionary$504.3M
Non-Disc.$105.5M
Employees3
Clients0
DateJan 2024
Total AUM$609.8M
Discretionary$504.3M
Non-Disc.$105.5M
Employees3
Clients0
DateNov 2023
Total AUM$451.6M
Discretionary$451.6M
Non-Disc.$0
Employees3
Clients0
DateOct 2023
Total AUM$451.6M
Discretionary$451.6M
Non-Disc.$0
Employees2
Clients0
DateAug 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0