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FAMILY FINANCIAL
1601 N. Sepulveda Blvd
722
Manhattan Beach, California 90266
Tel: (310) 598-8481
About FAMILY FINANCIAL
FAMILY FINANCIAL, formally registered with the SEC as FAMILY FINANCIAL. The firm was established in 11/22/2021. They have over 2 offices throughout the country.
FAMILY FINANCIAL is a Manhattan Beach, California based Financial Planning firm with nearly $184,911,143 assets under management, offering retirement planning & investment advisory services to 111 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 316723 |
| SEC# | 801-122728 |
| Assets Managed by Firm | $184,911,143 |
| No. of Clients | 111 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 111 | $184,911,143 |
| Individuals (other than high net worth individuals) | 16 | $5,673,342 |
| High net worth individuals | 59 | $148,443,742 |
| Pension and profit sharing plans | 36 | $25,092,713 |
| Corporations or other businesses | 8 | $5,701,346 |
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