Overview
Assets Under Management: $229 million
Headquarters: HINGHAM, MA
High-Net-Worth Clients: 67
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 67
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.29
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 442
Discretionary Accounts: 434
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 309943
Last Filing Date: 2025-02-13 00:00:00
Website: https://afgfiduciary.com