RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 21, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GRACE, KATHLEEN, ANNEIMANAGING MEMBER AND CHIEF EXECUTIVE OFFICERD Control
GRACE, KATHLEEN, ANNEIMANAGING MEMBER AND CHIEF EXECUTIVE OFFICERD Control
GRACE, KATHLEEN, ANNEIMANAGING MEMBER AND CHIEF EXECUTIVE OFFICERD Control
GRACE, KATHLEEN, ANNEIMANAGING MEMBER AND PRINCIPALD Control
GRACE, KATHLEEN, ANNEIMANAGING MEMBER AND PRINCIPALD Control
GRACE, KATHLEEN, ANNEIMANAGING MEMBER AND PRINCIPALD Control
GRACE, KATHLEEN, ANNEIMANAGING MEMBER AND CHIEF EXECUTIVE OFFICERD Control
GRACE, KATHLEEN, ANNEIMANAGING MEMBER AND CHIEF EXECUTIVE OFFICERD Control
MEYERER, TABITHA, TERESE LETOURNEIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
MEYERER, TABITHA, TERESE LETOURNEIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
MEYERER, TABITHA, TERESE LETOURNEIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
MEYERER, TABITHA, TERESE LETOURNEIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
MEYERER, TABITHA, TERESE LETOURNEIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
MEYERER, TABITHA, TERESE LETOURNEIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
MEYERER, TABITHA, TERESE LETOURNEIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control
MEYERER, TABITHA, TERESE LETOURNEIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERC Control

Registrations

Federal

IA
Mar 21, 2025 REGISTERED

Notice Filings (6)

FL LA ME NY TX UT

Address

150 EAST PALMETTO PARK ROAD
SUITE 301
BOCA RATON, FL 33432
United States
Phone: (561) 353-4440