Family Fiduciary Services, Inc.
● SEC registered since 2020CRD 146339SEC# 801-119095Beverly, MA
Reg. AUM
$254.2M
Employees
5
Accounts
369
Location
Beverly, MA
Family Fiduciary Services, Inc. assets under management
Family Fiduciary Services, Inc. is a registered investment adviser overseen by the SEC based in Beverly, MA. The firm has been registered since 2020. It reports $254.2 million in regulatory assets under management and employs 5 people.
Family Fiduciary Services, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cameron Daniel O'Neill Control | Member Of The Board Of Directors And Investment Committee, V.p. Senior Wealth Advisor | 5-10% | 2022 |
| Dan Rea III Control | Member Of The Board Of Directors And Investment Committee | Under 5% | 2020 |
| David Lawrence Grey Control | President, Chief Compliance Officer, Chairman Of The Board Of Directors And Investment Committee | 50-75% | 2007 |
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Join to unlock · $37/moFrequently asked questions
How much does Family Fiduciary Services, Inc. manage?
Family Fiduciary Services, Inc. reports $254.2 million in regulatory assets under management on its Form ADV.
How many employees does Family Fiduciary Services, Inc. have?
Family Fiduciary Services, Inc. reports 5 employees.
Where is Family Fiduciary Services, Inc. located?
Family Fiduciary Services, Inc. is based in Beverly, MA and has been SEC-registered since 2020.
Does Family Fiduciary Services, Inc. disclose fund performance?
Family Fiduciary Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 900 Cummings Center, Suite 212-U, Beverly, MA 01915 |
| Phone | 978-922-0050 |
| Office hours | 9:00a.m.-4:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$254.2M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$254.2Mregulatory AUM
Discretionary $254.2M