FIDUCIARY FAMILY OFFICE, LLC
Adviser information for FIDUCIARY FAMILY OFFICE, LLC last updated from Form ADV on January 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 3 |
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Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 1 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 518 | $504.3M |
Non-Discretionary | 65 | $105.5M |
Total | 583 | $609.8M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 43 | $589.5M |
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 | 0 | $0 |
Charitable organizations | <5 | $20.3M |
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 | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 26-50 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
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Compensation | % of AUMHourly chargesFixed fees |
Principal Office
150 EAST PALMETTO PARK ROADSUITE 301
BOCA RATON
FL
United States
Monday - Friday, 8:30AM - 5:30PM
Tel: (561) 353-4440, Fax: (561) 353-4445
Websites
Chief Compliance Officer
TABITHA LETOURNEAU MEYERER
MANAGING MEMBER
150 EAST PALMETTO PARK ROAD
SUITE 301
BOCA RATON
FL
United States
Tel:
561-353-4440
Fax:
561-353-4445
T**@**************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
MEYERER, TABITHA, TERESE LETOURNE | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 05/2023 | 25-50% |
GRACE, KATHLEEN, ANNE | Individual | – | MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER | 05/2023 | 50-75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 1st, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ABBOTT LABS | COM | 451K | 4K | – |
ABBVIE INC | COM | 1M | 7K | – |
ACCENTURE PLC IRELAND | SHS CLASS A | 1M | 4K | – |
ADOBE INC | COM | 2M | 4K | – |
ADVANCED MICRO DEVICES INC | COM | 913K | 6K | – |
AIRBNB INC | COM CL A | 258K | 2K | – |
ALLSTATE CORP | COM | 436K | 3K | – |
ALPHABET INC | CAP STK CL A | 6M | 34K | – |
ALPHABET INC | CAP STK CL C | 1M | 7K | – |
ALTRIA GROUP INC | COM | 251K | 6K | – |
AMAZON COM INC | COM | 4M | 19K | – |
AMERICAN EXPRESS CO | COM | 2M | 9K | – |
AMERICAN INTL GROUP INC | COM NEW | 203K | 3K | – |
AMERICAN TOWER CORP NEW | COM | 653K | 3K | – |
AMPHENOL CORP NEW | CL A | 561K | 8K | – |
ANALOG DEVICES INC | COM | 1M | 5K | – |
ANNALY CAPITAL MANAGEMENT IN | COM NEW | 899K | 47K | – |
APPLE INC | COM | 62M | 296K | – |
ARES MANAGEMENT CORPORATION | CL A COM STK | 810K | 6K | – |
AUTOMATIC DATA PROCESSING IN | COM | 740K | 3K | – |
AUTOZONE INC | COM | 445K | 150 | – |
BANK AMERICA CORP | COM | 2M | 39K | – |
BANK NEW YORK MELLON CORP | COM | 2M | 27K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 2M | 5K | – |
BLACKROCK INC | COM | 1M | 1K | – |
BLACKSTONE INC | COM | 472K | 4K | – |
BOEING CO | COM | 316K | 2K | – |
BOOKING HOLDINGS INC | COM | 543K | 137 | – |
BOSTON SCIENTIFIC CORP | COM | 1M | 13K | – |
BRISTOL-MYERS SQUIBB CO | COM | 1M | 25K | – |
BROADCOM INC | COM | 2M | 1K | – |
CADENCE DESIGN SYSTEM INC | COM | 294K | 956 | – |
CAESARS ENTERTAINMENT INC NE | COM | 985K | 25K | – |
CAPITAL ONE FINL CORP | COM | 221K | 2K | – |
CASEYS GEN STORES INC | COM | 940K | 2K | – |
CATERPILLAR INC | COM | 1M | 3K | – |
CDW CORP | COM | 570K | 3K | – |
CENTERPOINT ENERGY INC | COM | 917K | 30K | – |
CHEVRON CORP NEW | COM | 665K | 4K | – |
CHUBB LIMITED | COM | 237K | 928 | – |
CISCO SYS INC | COM | 735K | 15K | – |
CME GROUP INC | COM | 510K | 3K | – |
COCA COLA CO | COM | 523K | 8K | – |
COMCAST CORP NEW | CL A | 1M | 34K | – |
CONOCOPHILLIPS | COM | 344K | 3K | – |
CONSOLIDATED EDISON INC | COM | 205K | 2K | – |
COPART INC | COM | 248K | 5K | – |
COSTCO WHSL CORP NEW | COM | 2M | 3K | – |
CRA INTL INC | COM | 1M | 6K | – |
CROWDSTRIKE HLDGS INC | CL A | 745K | 2K | – |
CUMMINS INC | COM | 264K | 954 | – |
CVS HEALTH CORP | COM | 694K | 12K | – |
DELL TECHNOLOGIES INC | CL C | 1M | 10K | – |
DELTA AIR LINES INC DEL | COM NEW | 241K | 5K | – |
DIAMONDBACK ENERGY INC | COM | 2M | 10K | – |
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 2M | 57K | – |
DISCOVER FINL SVCS | COM | 1M | 9K | – |
DISNEY WALT CO | COM | 594K | 6K | – |
DOLLAR GEN CORP NEW | COM | 610K | 5K | – |
DOUGLAS EMMETT INC | COM | 498K | 37K | – |
DTE ENERGY CO | COM | 259K | 2K | – |
DUPONT DE NEMOURS INC | COM | 217K | 3K | – |
ELI LILLY & CO | COM | 2M | 2K | – |
ENVISTA HOLDINGS CORPORATION | COM | 168K | 10K | – |
EOG RES INC | COM | 311K | 2K | – |
EXTRA SPACE STORAGE INC | COM | 202K | 1K | – |
EXXON MOBIL CORP | COM | 808K | 7K | – |
FIRSTSERVICE CORP NEW | COM | 653K | 4K | – |
FISERV INC | COM | 2M | 16K | – |
FORTUNE BRANDS INNOVATIONS I | COM | 692K | 11K | – |
GALLAGHER ARTHUR J & CO | COM | 948K | 4K | – |
GAMING & LEISURE PPTYS INC | COM | 1M | 30K | – |
GENERAL DYNAMICS CORP | COM | 912K | 3K | – |
GILEAD SCIENCES INC | COM | 429K | 6K | – |
GRAPHIC PACKAGING HLDG CO | COM | 441K | 17K | – |
HERSHEY CO | COM | 294K | 2K | – |
HOME DEPOT INC | COM | 2M | 6K | – |
HONEYWELL INTL INC | COM | 334K | 2K | – |
HUNTINGTON INGALLS INDS INC | COM | 631K | 3K | – |
ICON PLC | SHS | 424K | 1K | – |
INGREDION INC | COM | 2M | 13K | – |
INTERACTIVE BROKERS GROUP IN | COM CL A | 2M | 16K | – |
INTERPUBLIC GROUP COS INC | COM | 676K | 23K | – |
INTUIT | COM | 990K | 2K | – |
IQVIA HLDGS INC | COM | 452K | 2K | – |
IRON MTN INC DEL | COM | 747K | 8K | – |
ISHARES GOLD TR | ISHARES NEW | 231K | 5K | – |
ISHARES INC | MSCI GBL MIN VOL | 239K | 2K | – |
ISHARES INC | MSCI WORLD ETF | 421K | 3K | – |
ISHARES TR | RUS TP200 GR ETF | 324K | 2K | – |
ISHARES TR | MSCI EMG MKT ETF | 259K | 6K | – |
ISHARES TR | CORE S&P MCP ETF | 326K | 6K | – |
ISHARES TR | IBOXX INV CP ETF | 267K | 2K | – |
ISHARES TR | MBS ETF | 200K | 2K | – |
ISHARES TR | CORE MSCI EAFE | 592K | 8K | – |
ISHARES TR | MSCI USA QLT FCT | 454K | 3K | – |
ISHARES TR | CORE S&P500 ETF | 635K | 1K | – |
J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 1M | 26K | – |
JACOBS SOLUTIONS INC | COM | 347K | 2K | – |
JOHNSON & JOHNSON | COM | 1M | 9K | – |
JPMORGAN CHASE & CO. | COM | 3M | 14K | – |
KIMBERLY-CLARK CORP | COM | 571K | 4K | – |
KINSALE CAP GROUP INC | COM | 573K | 1K | – |
KKR & CO INC | COM | 360K | 3K | – |
KROGER CO | COM | 2M | 37K | – |
LAM RESEARCH CORP | COM | 682K | 640 | – |
LINCOLN ELEC HLDGS INC | COM | 212K | 1K | – |
LINDE PLC | SHS | 482K | 1K | – |
LOWES COS INC | COM | 770K | 3K | – |
MARATHON PETE CORP | COM | 703K | 4K | – |
MARRIOTT INTL INC NEW | CL A | 484K | 2K | – |
MASTERCARD INCORPORATED | CL A | 2M | 4K | – |
MCDONALDS CORP | COM | 567K | 2K | – |
MCKESSON CORP | COM | 1M | 2K | – |
MEDTRONIC PLC | SHS | 449K | 6K | – |
MERCK & CO INC | COM | 3M | 25K | – |
META PLATFORMS INC | CL A | 5M | 9K | – |
MICROCHIP TECHNOLOGY INC. | COM | 839K | 9K | – |
MICROSOFT CORP | COM | 6M | 13K | – |
MONDELEZ INTL INC | CL A | 775K | 12K | – |
MORGAN STANLEY | COM NEW | 320K | 3K | – |
NASDAQ INC | COM | 543K | 9K | – |
NEXTERA ENERGY INC | COM | 946K | 13K | – |
NIKE INC | CL B | 727K | 10K | – |
NORFOLK SOUTHN CORP | COM | 1M | 6K | – |
NOVO-NORDISK A S | ADR | 2M | 15K | – |
NVIDIA CORPORATION | COM | 4M | 35K | – |
OLD DOMINION FREIGHT LINE IN | COM | 727K | 4K | – |
ORACLE CORP | COM | 2M | 16K | – |
PACIRA BIOSCIENCES INC | COM | 286K | 10K | – |
PACKAGING CORP AMER | COM | 240K | 1K | – |
PARKER-HANNIFIN CORP | COM | 1M | 3K | – |
PAYPAL HLDGS INC | COM | 658K | 11K | – |
PEPSICO INC | COM | 514K | 3K | – |
PFIZER INC | COM | 536K | 19K | – |
PHILIP MORRIS INTL INC | COM | 3M | 28K | – |
POOL CORP | COM | 507K | 2K | – |
PROCTER AND GAMBLE CO | COM | 700K | 4K | – |
PROLOGIS INC. | COM | 221K | 2K | – |
PULTE GROUP INC | COM | 768K | 7K | – |
QUALCOMM INC | COM | 1M | 7K | – |
REINSURANCE GRP OF AMERICA I | COM NEW | 523K | 3K | – |
REPUBLIC SVCS INC | COM | 313K | 2K | – |
RESTAURANT BRANDS INTL INC | COM | 1M | 17K | – |
ROPER TECHNOLOGIES INC | COM | 595K | 1K | – |
RTX CORPORATION | COM | 1M | 10K | – |
S&P GLOBAL INC | COM | 1M | 3K | – |
SALESFORCE INC | COM | 1M | 5K | – |
SCHLUMBERGER LTD | COM STK | 837K | 18K | – |
SCHWAB CHARLES CORP | COM | 247K | 3K | – |
SCHWAB STRATEGIC TR | US LCAP GR ETF | 584K | 6K | – |
SCHWAB STRATEGIC TR | US BRD MKT ETF | 899K | 14K | – |
SCHWAB STRATEGIC TR | US LRG CAP ETF | 711K | 11K | – |
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 389K | 5K | – |
SELECT SECTOR SPDR TR | TECHNOLOGY | 228K | 1K | – |
SERVICENOW INC | COM | 496K | 630 | – |
SPDR S&P 500 ETF TR | TR UNIT | 2M | 4K | – |
SPDR SER TR | S&P 600 SMCP GRW | 224K | 3K | – |
SPDR SER TR | S&P DIVID ETF | 617K | 5K | – |
STARBUCKS CORP | COM | 776K | 10K | – |
STERIS PLC | SHS USD | 546K | 2K | – |
STRYKER CORPORATION | COM | 1M | 4K | – |
SYSCO CORP | COM | 465K | 7K | – |
THERMO FISHER SCIENTIFIC INC | COM | 860K | 2K | – |
THOMSON REUTERS CORP. | COM | 647K | 4K | – |
TJX COS INC NEW | COM | 307K | 3K | – |
T-MOBILE US INC | COM | 1M | 6K | – |
TRACTOR SUPPLY CO | COM | 1M | 4K | – |
TRANE TECHNOLOGIES PLC | SHS | 499K | 2K | – |
TRUIST FINL CORP | COM | 2M | 40K | – |
UBER TECHNOLOGIES INC | COM | 392K | 5K | – |
UNION PAC CORP | COM | 499K | 2K | – |
UNITEDHEALTH GROUP INC | COM | 2M | 3K | – |
VAIL RESORTS INC | COM | 553K | 3K | – |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 3M | 6K | – |
VANGUARD INDEX FDS | TOTAL STK MKT | 700K | 3K | – |
VANGUARD INDEX FDS | MID CAP ETF | 2M | 10K | – |
VANGUARD INDEX FDS | REAL ESTATE ETF | 616K | 7K | – |
VANGUARD INDEX FDS | SMALL CP ETF | 3M | 15K | – |
VANGUARD INDEX FDS | SM CP VAL ETF | 3M | 17K | – |
VANGUARD INDEX FDS | VALUE ETF | 364K | 2K | – |
VANGUARD INDEX FDS | GROWTH ETF | 370K | 988 | – |
VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 269K | 3K | – |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 2M | 10K | – |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 549K | 11K | – |
VANGUARD WORLD FD | INF TECH ETF | 274K | 475 | – |
VERTIV HOLDINGS CO | COM CL A | 222K | 3K | – |
VISA INC | COM CL A | 2M | 9K | – |
WABTEC | COM | 216K | 1K | – |
WALMART INC | COM | 1M | 17K | – |
WATSCO INC | COM | 793K | 2K | – |
WELLS FARGO CO NEW | COM | 3M | 45K | – |
WORKDAY INC | CL A | 282K | 1K | – |
XPO INC | COM | 212K | 2K | – |
ZOETIS INC | CL A | 284K | 2K | – |