1601 N. Sepulveda Blvd
722
Manhattan Beach, California 90266
Tel: (310) 598-8481
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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