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FAMILY FIDUCIARY SERVICES, INC.

BEVERLY, MA · CRD 146339 · IAPD ↗ · familyfiduciary.net · 978-922-0050

$254.2MRegulatory AUM
5Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

78
April 2026 — FAMILY FIDUCIARY SERVICES, INC. now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
50
April 2025 — FAMILY FIDUCIARY SERVICES, INC. shrank from 7 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
April 2024 — FAMILY FIDUCIARY SERVICES, INC. reported RAUM up 41% ($123.5M -> $174.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.