Family Fiduciary Services, Inc.

Family Fiduciary Services, Inc. (CRD# 146339) is a financial advisory firm headquartered in Beverly, MA. They manage $174,670,077 in 81 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
900 Cummings Center, Suite 212-u, Beverly, MA 01915
http://www.familyfiduciary.net
By the Numbers
  • Total Assets Under Management
    175
    MILLION
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $2,156,421
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NH, TX

Financial Advisors at Family Fiduciary Services, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
David Grey, financial advisor Beverly MA
David L. Grey
CRD#: 4733223
900 Cummings Center, Suite 212-u, Beverly, MA 01915

David Grey (CRD# 4733223) is an Investment Advisor Representative working at Family Fiduciary Services, Inc. in Beverly, MA and has over 20 years of experience in the finance industry.

2
Lawrence Miller, financial advisor Newton MA
Lawrence G. Miller
CRD#: 5576273
3 Newton Executive Park, 2223 Washington St, #104, Newton, MA 02462

Lawrence Miller (CRD# 5576273) is an Investment Advisor Representative working at Family Fiduciary Services, Inc. in Newton, MA and has over 14 years of experience in the finance industry.

3
Stephen Wilchins, financial advisor Beverly MA
Stephen N. Wilchins
CRD#: 1406804
900 Cummings Center, Suite 205-u, Beverly, MA 01915

Stephen Wilchins (CRD# 1406804) is an Investment Advisor Representative working at Family Fiduciary Services, Inc. in Beverly, MA and has over 38 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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