FAMILY MANAGEMENT CORPORATION

155 E. 44th Street
21st Floor
New York, New York 10017
Tel: 212-872-9600

About FAMILY MANAGEMENT CORPORATION

FAMILY MANAGEMENT CORPORATION, formally registered with the SEC as FAMILY MANAGEMENT CORPORATION. The firm was established in 03/02/1990. They have over 3 offices throughout the country.

FAMILY MANAGEMENT CORPORATION is a New York, New York based Financial Planning firm with nearly $3,606,809,839 assets under management, offering retirement planning & investment advisory services to 2911 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104951
SEC#	801-35943
Assets Managed by Firm	$3,606,809,839
No. of Clients	2911
No. of Advisors	21

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors
Other (SERVES AS GENERAL PARTNER TO INVESTMENT FUNDS THAT ARE EXEMPT FROM REGISTRATION UNDER THE INVESTMENT ADVISERS ACT 1940.)

Firm Client Information

	No. of Clients	AUM
Firm Total	2911	$3,606,809,839
Individuals (other than high net worth individuals)	419	$87,035,635
High net worth individuals	277	$1,478,289,121
Charitable organizations	12	$24,542,586
Corporations or other businesses	15	$28,890,745

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GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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