Family Fiduciary Services, Inc.
Family Fiduciary Services, Inc. is an SEC-registered wealth manager in Beverly, MA with $254.2M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Family Fiduciary Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146339, SEC 801-119095, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $254.2M (2026-03-26)
- Firm type
- Wealth Manager
- Location
- Beverly, MA
- Employees
- 5
- Clients
- 129
- CRD
- 146339
- Ownership
- MILLER, LAWRENCE, GOODALL; RICHARD D. PONN REVOCABLE TRUST; GREY, DAVID, LAWRENCE; WILCHINS, STEPHEN, NILES; RICHARD PONN ESTATE
How much AUM does Family Fiduciary Services, Inc. have?
Family Fiduciary Services, Inc. reported $254.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Family Fiduciary Services, Inc.?
Disclosed owners and executives of Family Fiduciary Services, Inc. include MILLER, LAWRENCE, GOODALL, RICHARD D. PONN REVOCABLE TRUST, GREY, DAVID, LAWRENCE, WILCHINS, STEPHEN, NILES, RICHARD PONN ESTATE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.