Family Fiduciary Services, Inc.

Family Fiduciary Services, Inc. (CRD# 146339) is a financial advisory firm headquartered in Beverly, MA. They manage $38,718,232 in 41 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • Average Account Value
    $944,347
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Family Fiduciary Services, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
David M. Lipshutz
CRD#: 5491813
900 Cummings Center, Suite 205-u, Beverly, MA 01915
93
Wealthminder
score

David Lipshutz (CRD# 5491813) is an Investment Advisor Representative working at Family Fiduciary Services, Inc. in Beverly, MA and has over 8 years of experience in the finance industry.

2
Lawrence G. Miller
CRD#: 5576273
3 Newton Executive Park, 2223 Washington St, #104, Newton Lower Falls, MA 02462
93
Wealthminder
score

Lawrence Miller (CRD# 5576273) is an Investment Advisor Representative working at Family Fiduciary Services, Inc. in Newton Lower Falls, MA and has over 7 years of experience in the finance industry.

3
Stephen N. Wilchins
CRD#: 1406804
900 Cummings Center, Suite 205-u, Beverly, MA 01915
93
Wealthminder
score

Stephen Wilchins (CRD# 1406804) is an Investment Advisor Representative working at Family Fiduciary Services, Inc. in Beverly, MA and has over 31 years of experience in the finance industry.

4
Daniel J. Wood
CRD#: 2486562
900 Cummings Center, Suite 205-u, Beverly, MA 01915
93
Wealthminder
score

Daniel Wood (CRD# 2486562) is an Investment Advisor Representative working at Family Fiduciary Services, Inc. in Beverly, MA and has over 22 years of experience in the finance industry.

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