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Bank / Wealth / TrustRIA · CRD 309943SEC-Registered

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Alignment Financial Group

AFG Fiduciary Services was founded in 2020 as a US wealth manager and registered investment advisor. The firm supplies asset management, financial planning...

Overview

AFG Fiduciary Services was founded in 2020 as a US wealth manager and registered investment advisor. The firm supplies asset management, financial planning and portfolio management. It works with individuals, high-net-worth individuals, families and additional entities. No specific asset-class allocations or named holdings appear in available records. Team size, office locations beyond headquarters and adjacent vehicles remain undisclosed. No operational events from the last 24 months have been identified. The firm operates without disclosed family-office structure or proprietary sourcing channels.

General information

Firm type

Bank / Wealth / Trust

Year founded

2020

Location

Region

North America

Country

United States

City

Hingham

Corporate office

Hingham, United States

Frequently asked questions

Who runs investment decisions at AFG Fiduciary Services?

No named principals or CIO appear in public records.

What services does AFG Fiduciary Services provide?

The firm offers asset management, financial planning and portfolio management to individuals, high-net-worth individuals, families and other entities.

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