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AFG FIDUCIARY SERVICES

HINGHAM, MA · CRD 309943 · IAPD ↗ · afgfiduciary.com · (781) 741-2540

$166.3MRegulatory AUM
3Advisory reps
3Employees
18Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — AFG FIDUCIARY SERVICES reported RAUM down 27% ($229.2M -> $166.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
42
March 2024 — AFG FIDUCIARY SERVICES notice-filed in ME.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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