| 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 |
Family Fiduciary Services, Inc. reports $204.8 million in regulatory assets under management on its Form ADV.
Family Fiduciary Services, Inc. reports 6 employees.
Family Fiduciary Services, Inc. is based in Beverly, MA and has been SEC-registered since 2020.
Family Fiduciary Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $204.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $204.8M |