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).
-
Total Assets Under Management610MILLION
-
Total Number of Accounts583ACCOUNTS
-
Average Account Value$1,045,960
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
FL, ME, TX, UT
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.
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.
Shelby Shelby (CRD# 6082819) is an Investment Advisor Representative working at Fiduciary Family Office, LLC in Saratoga Springs, UT and has over 8 years of experience in the finance industry.