| Name | Title | Ownership | Since |
|---|---|---|---|
| Kathleen Anne Grace Control | Managing Member And Chief Executive Officer | 50-75% | 2023 |
| Tabitha Terese Letourne Meyerer Control | Managing Member And Chief Compliance Officer | 25-50% | 2023 |
Fiduciary Family Office, LLC reports $696.1 million in regulatory assets under management on its Form ADV.
Fiduciary Family Office, LLC reports 3 employees.
Fiduciary Family Office, LLC is based in Boca Raton, FL and has been SEC-registered since 2023.
Fiduciary Family Office, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 150 East Palmetto Park Road, Suite 301, Boca Raton, FL 33432 |
| Phone | (561) 353-4440 |
| Fax | (561) 353-4445 |
| Office hours | 8:30a.m. - 5:30p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $584.2M |
| Non-discretionary | $111.9M |
| Total (RAUM) | $696.1M |