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FAMILY ASSET MANAGEMENT, LLC
997 Morrison Drive, Suite 401
Charleston, South Carolina 29403
Tel: 843-723-2994
About FAMILY ASSET MANAGEMENT, LLC
FAMILY ASSET MANAGEMENT, LLC, formally registered with the SEC as FAMILY ASSET MANAGEMENT, LLC. The firm was established in 04/01/2015. They have over 1 offices throughout the country.
FAMILY ASSET MANAGEMENT, LLC is a Charleston, South Carolina based Financial Planning firm with nearly $323,748,302 assets under management, offering retirement planning & investment advisory services to 467 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 129738 |
| SEC# | 801-83169 |
| Assets Managed by Firm | $323,748,302 |
| No. of Clients | 467 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (FAMILY LEGACY PLANNING AND DEVELOPMENT)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 467 | $323,748,302 |
| Individuals (other than high net worth individuals) | 115 | $35,925,531 |
| High net worth individuals | 85 | $219,416,367 |
| Pension and profit sharing plans | 11 | $53,845,078 |
| Charitable organizations | 5 | $14,561,326 |
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