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Kathleen Anne Grace

FIDUCIARY FAMILY OFFICE, LLC·BOCA RATON, Florida
Unclaimed Profile
150 EAST PALMETTO PARK ROAD, BOCA RATON, FL 33432CRD# 2617554Firm CRD# 326990
01

About

Kathleen Anne Grace is a registered financial advisor based in BOCA RATON, Florida, affiliated with FIDUCIARY FAMILY OFFICE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FIDUCIARY FAMILY OFFICE, LLC
FIDUCIARY FAMILY OFFICE, LLC
AUM
$610M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at FIDUCIARY FAMILY OFFICE, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2617554
Firm CRD# 326990
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kathleen Anne Grace offer?
Kathleen Anne Grace specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOCA RATON, Florida for a consultation.
What are Kathleen Anne Grace's credentials?
Kathleen Anne Grace is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathleen Anne Grace located?
Kathleen Anne Grace is based in BOCA RATON, Florida, working with FIDUCIARY FAMILY OFFICE, LLC. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.
How does Kathleen Anne Grace charge for services?
Kathleen Anne Grace's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIDUCIARY FAMILY OFFICE, LLC?
FIDUCIARY FAMILY OFFICE, LLC has approximately 3 employees and manages $610M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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