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Real Estate Fiduciary Services LLC (Boston)


Real Estate Fiduciary Services LLC is a large advisory firm based in Boston. It manages $45 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005.

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Real Estate Fiduciary Services provides portfolio management for businesses and institutional clients and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Real Estate Fiduciary Services: assets under management

The assets under management (AUM) of Real Estate Fiduciary Services LLC is $45 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $22.5 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Real Estate Fiduciary Services LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
John Joseph Baczewski Shareholder 1 Apr 2000 75% - 100% 5016842
Daniel C. Coughlin Managing member 1 Aug 2005 Other 5016865

Based in Boston

The principal office where Real Estate Fiduciary Services LLC performs its advisory services is located at 265 Franklin Street, Boston, MA 02110, which is also the mailing address of the firm. An additional office of the firm is in Boxford, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-737-4517 or by fax 978-359-1068. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.refiduciaries.com.


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