Fiduciary Family Office, LLC

Fiduciary Family Office, LLC (CRD# 326990) is a financial advisory firm headquartered in Boca Raton, FL. They manage $609,794,558 in 583 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
150 East Palmetto Park Road, Suite 301, Boca Raton, FL 33432
https://fiduciaryfo.com/
By the Numbers
  • Total Assets Under Management
    610
    MILLION
  • Total Number of Accounts
    583
    ACCOUNTS
  • Average Account Value
    $1,045,960
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, ME, TX, UT

Financial Advisors at Fiduciary Family Office, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Kathleen Grace, financial advisor Boca Raton FL
Kathleen A. Grace
CRD#: 2617554
980 North Federal Highway, Suite 110, Boca Raton, FL 33432

Kathleen Grace (CRD# 2617554) is an Investment Advisor Representative working at Fiduciary Family Office, LLC in Boca Raton, FL and has over 28 years of experience in the finance industry.

2
Tabitha Meyerer, financial advisor Boca Raton FL
Tabitha T. Meyerer
CRD#: 4453253
150 East Palmetto Park Road, Suite 301, Boca Raton, FL 33432

Tabitha Meyerer (CRD# 4453253) is an Investment Advisor Representative working at Fiduciary Family Office, LLC in Boca Raton, FL and has over 21 years of experience in the finance industry.

3
Shelby Shelby, financial advisor Boca Raton FL
Shelby B. Shelby
CRD#: 6082819
150 East Palmetto Park Road, Suite 301, Boca Raton, FL 33432

Shelby Shelby (CRD# 6082819) is an Investment Advisor Representative working at Fiduciary Family Office, LLC in Boca Raton, FL and has over 8 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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