DONAL FIDUCIARIES

DONAL FIDUCIARIES of SOUT BOSTON, MA is an SEC-registered investment adviser (CRD 292848). Regulatory assets under management: $3.0M.

Registration

• CRD: 292848
• Type: Registered investment adviser
• Location: 546 EAST BROADWAY, SOUT BOSTON, MA, 02127
• Phone: 617-513-4905
• Latest filing: 2025-08-14
• Regulatory AUM: $3.0M
• Non-discretionary AUM: $3.0M
• Clients: 1
• Accounts: 11

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 292848 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search