AFG FIDUCIARY SERVICES

Advisory Business

Type of Organization	Limited Liability Partnership
Fiscal Year End	DECEMBER
Legal Location	Massachusetts, United States

Employees

Total Number of Employees	4
Investment Advisory/Research	4
Registered Broker-Dealer Representatives	3
Registered State Investment Advisers	4
Licensed Agents of an Insurance Company	2
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	402	$211.6M
Non-Discretionary	12	$1.7M
Total	414	$213.3M

Clients

Type	Number	RAUM
Individuals	45	$93.4M
HNW Individuals	120	$111.0M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$2.2M
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	5	$6.6M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	159
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services
Compensation	% of AUMHourly chargesFixed fees

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	213.3M

Portfolio Manager to Program	Sponsor
AFG FIDUCIARY SERVICES WRAP FEE PROGRAM	AFG FIDUCIARY SERVICES

Identifiers

SEC RIA File Number	801-119539
SEC ERA File Number	801-119539
SEC CIK Numbers	1907820
SEC CRD Numbers	309943
Legal Entity Identifier	None

Principal Office

2 ESSINGTON DRIVE
HINGHAM
MA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic