Overview
Assets Under Management: $229 million
Headquarters: HINGHAM, MA
High-Net-Worth Clients: 67
Average Client Assets: $2 million
Frequently Asked Questions
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #309943), AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP is subject to fiduciary duty under federal law.
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP is headquartered in HINGHAM, MA.
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP serves 67 high-net-worth clients according to their SEC filing dated February 13, 2025. View client details ↓
According to their SEC Form ADV, AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP manages $229 million in client assets according to their SEC filing dated February 13, 2025.
According to their SEC Form ADV, AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
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