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FAMILY FINANCIAL

1601 N. Sepulveda Blvd
722
Manhattan Beach, California 90266
Tel: (310) 598-8481

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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 StatusApproved
Firm CRD#316723
SEC#801-122728
Assets Managed by Firm$184,911,143
No. of Clients111
No. of Advisors4

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 ClientsAUM
Firm Total111$184,911,143
Individuals (other than high net worth individuals)16$5,673,342
High net worth individuals59$148,443,742
Pension and profit sharing plans36$25,092,713
Corporations or other businesses8$5,701,346

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