FAMILY INVESTMENT CENTER

3805 Beck Road
Saint Joseph, Missouri 64506
Tel: 816-233-4100

About FAMILY INVESTMENT CENTER

FAMILY INVESTMENT CENTER, formally registered with the SEC as FAMILY INVESTMENT CENTER. The firm was established in 01/03/2005. They have over 3 offices throughout the country.

FAMILY INVESTMENT CENTER is a Saint Joseph, Missouri based Financial Planning firm with nearly $595,944,398 assets under management, offering retirement planning & investment advisory services to 2070 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	113799
SEC#	801-63744
Assets Managed by Firm	$595,944,398
No. of Clients	2070
No. of Advisors	18

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2070	$595,944,398
Individuals (other than high net worth individuals)	600	$154,047,834
High net worth individuals	242	$414,541,179
Pension and profit sharing plans	6	$8,809,365
Charitable organizations	4	$17,463,592
Corporations or other businesses	6	$1,082,428

More Retirement Planning firms in Saint Joseph, Missouri:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NISA INVESTMENT ADVISORS, LLC 7676 Forsyth Blvd Suite 1100 St. Louis, MO, 63105-4141	$306,242,186,324	282	390
AMERICAN CENTURY INVESTMENT MANAGEMENT INC 4500 Main Street Kansas City, MO, 64111-7709	$229,554,718,263	647	225
OLIVE STREET INVESTMENT ADVISERS, LLC 12555 Manchester Road St. Louis, MO, 63131	$169,541,361,944	13	218
ASCENSION INVESTMENT MANAGEMENT 4600 Edmundson Road St. Louis, MO, 63134	$40,337,272,573	14	27
MONETA GROUP INVESTMENT ADVISORS, LLC 100 South Brentwood Blvd. St. Louis, MO, 63105	$37,481,639,918	40790	501

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