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

More Retirement Planning firms in Charleston, South Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors
GREYSTAR INVESTMENT GROUP, LLC 465 Meeting Street, Suite 500 Charleston, SC, 29403	$28,309,013,200	61	510
APOLLON WEALTH MANAGEMENT, LLC 111 Coleman Blvd, Suite 402 Mount Pleasant, SC, 29464	$5,519,652,128	15301	167
PERMCAP INVESTMENT OFFICE 18 N. Adgers Wharf Charleston, SC, 29401	$4,462,882,442	42	16
SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20
PERFORMA LIMITED (US), LLC 1080 Morrison Drive, Suite 120 Charleston, SC, 29403	$3,375,104,696	114	16

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