FRIENDS & FAMILY CAPITAL MANAGEMENT, LLC

325 Sharon Park Drive
Suite 705
Menlo Park, California 94025
Tel: 650-815-7042

About FRIENDS & FAMILY CAPITAL MANAGEMENT, LLC

FRIENDS & FAMILY CAPITAL MANAGEMENT, LLC, formally registered with the SEC as FRIENDS & FAMILY CAPITAL MANAGEMENT, LLC. The firm was established in 07/30/2021. They have over 1 offices throughout the country.

FRIENDS & FAMILY CAPITAL MANAGEMENT, LLC is a Menlo Park, California based Financial Planning firm with nearly $335,100,000 assets under management, offering retirement planning & investment advisory services to 11 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310407
SEC#	801-121910
Assets Managed by Firm	$335,100,000
No. of Clients	11
No. of Advisors	8

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	11	$335,100,000

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