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FAMILY CAPITAL MANAGEMENT
168 Louis Campau Promenade Nw,
Suite 500
Grand Rapids, Michigan 49503
Tel: 616-774-4560
About FAMILY CAPITAL MANAGEMENT
FAMILY CAPITAL MANAGEMENT, formally registered with the SEC as FAMILY CAPITAL MANAGEMENT. The firm was established in 05/02/2017. They have over 1 offices throughout the country.
FAMILY CAPITAL MANAGEMENT is a Grand Rapids, Michigan based Financial Planning firm with nearly $295,878,716 assets under management, offering retirement planning & investment advisory services to 1098 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111230 |
| SEC# | 801-110407 |
| Assets Managed by Firm | $295,878,716 |
| No. of Clients | 1098 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Other (PERCENTAGE OF NET WORTH)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1098 | $295,878,716 |
| Individuals (other than high net worth individuals) | 291 | $60,872,350 |
| High net worth individuals | 122 | $209,870,849 |
| Charitable organizations | 5 | $21,359,974 |
| Corporations or other businesses | 2 | $3,775,543 |
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|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
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