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Family Fiduciary Services, Inc.

Family Fiduciary Services, Inc.. CRD 146339

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CRD: 146339

Family Fiduciary Services, Inc.

Beverly, MA, 01915
9789220050
www.familyfiduciary.net
$254.2M Total AUM
$254.2M Disc. AUM
28.1% 3Y CAGR
5 Employees
129 ADV. Clients
18 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
AlphaFrontier bridge +more
Established Date
04-02-2008
Office Locations
2

Office Locations

3 Newton Executive Park 2223 Washington ST, #104 Newton MA
900 Cummings Center Suite 212-U Beverly MA

About Family Fiduciary Services, Inc.

Family Fiduciary Services, Inc. is an independent, fee-only RIA delivering family-office style wealth management, investment oversight, and estate planning for entrepreneurs, innovators, highly compensated executives, and multi-generational families. The firm can also serve as trustee when needed and builds portfolios using a mix of ETFs/index funds, mutual funds, and fixed income. Custody and trade execution are through Fidelity.

Team overview

57 AVG AGE
$50.8M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
9.7 yrs AVG TENURE
5 Employees
5 Advisory Reps
4 RIA Reps
18yrs Firm Age

Insights

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Asset Classes

Insight beacon Focus radial Timber

Client Personas

Peak capital

Custodian

Harbor beacon Ridge

Investment Themes

Summit momentum Pioneer Matrix Atlas frontier Insight

Investment Vehicles

North foundation

Platform

Foundation

Services

Peak Glacier pathway Vital pathway Harbor Harbor frontier Timber insight Crest Summit Peak

Technology

Delta Momentum Radial ember

Owner & Executives

DAVID LAWRENCE GREY

DAVID LAWRENCE GREY

CHAIRMAN OF THE BOARD OF DIRECTORS, Chief Compliance Officer, President

CRD
#4733223
Ownership
50% but less than 75%
(820) 258-4897
atlas.insight@fusioncapital.com
in linkedin.com/in/unison-foundation
LAWRENCE GOODALL MILLER

LAWRENCE GOODALL MILLER

President

CRD
#5576273
Ownership
10% but less than 25%
(775) 316-6168
meridian.unison@embercapital.com
in linkedin.com/in/element-fusion
H

Horizon unison

Vertex meridian value

CRD
#50115
Ownership
18.2%
(920) 346-2569
bridge.ember@catalystcapital.com
in linkedin.com/in/radial-glacier

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Contacts

DAVID LAWRENCE GREY

DAVID LAWRENCE GREY

CHAIRMAN OF THE BOARD OF DIRECTORS, Chief Compliance Officer, President

CRD
#4733223
(446) 595-7945
unison.atlas@embercapital.com
in linkedin.com/in/matrix-insight
Tammy Lockhart

Tammy Lockhart

V.P. Investment Operations & Office Manager

CRD
--
(810) 478-2312
insight.crest@eaglecapital.com
in linkedin.com/in/vertex-pathway
O

Optima momentum

Delta delta momentum

CRD
#65932
(897) 395-5579
harbor.capital@unisoncapital.com
in linkedin.com/in/fusion-optima

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-25-2022
03-30-2023
09-26-2024
03-27-2025
03-26-2026
Category Assets AVG. Account size
Discretionary $254,151,904 $688,759
Non-Discretionary $0 --
Total $254,151,904 $688,759

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Separately Managed Accounts

Total SMA Asset: $254,151,904

$254.2M Total SMA
Public Funds:
14.2%
Equity - Exchange:
6.0%
Cash:
22.2%
Private Funds:
32.2%
Municipal Bonds:
25.4%
Asset class Assets Assets %
Public Funds $843,726,857 14.2%
Equity - Exchange $356,504,306 6.0%
Cash $1,319,065,932 22.2%
Private Funds $1,913,239,775 32.2%
Municipal Bonds $1,509,201,561 25.4%
Total $5,941,738,431 100.0%

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