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FIDUCIARY FAMILY OFFICE, LLC
FIDUCIARY FAMILY OFFICE, LLC
BOCA RATON, Florida
·
2 registered advisors
·
CRD# 326990
SEC# 801-128229
1
(561) 353-4440
01
Firm Overview
AUM
$610M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at FIDUCIARY FAMILY OFFICE, LLC
2 registered advisors
Kathleen Anne Grace
BOCA RATON, Florida
CRD# 2617554
Tabitha Terese Letourne Meyerer
BOCA RATON, Florida
CRD# 4453253
05
Office Locations
BOCA RATON, Florida
2 advisors
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Data sourced from SEC Form ADV filings. FIDUCIARY FAMILY OFFICE, LLC (CRD# 326990) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.