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FIDUCIARY FAMILY OFFICE, LLC

BOCA RATON, FL · CRD 326990 · IAPD ↗ · fiduciaryfo.com · (561) 353-4440

$747.7MRegulatory AUM
2Advisory reps
3Employees
1Clients
26-50Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2025 — FIDUCIARY FAMILY OFFICE, LLC notice-filed in LA, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
February 2024 — FIDUCIARY FAMILY OFFICE, LLC reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
February 2024 — FIDUCIARY FAMILY OFFICE, LLC crossed $500M in regulatory AUM ($451.6M -> $609.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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