FAMILYWEALTH ASSET MANAGEMENT

1601 Elm Street,
Suite 4310
Dallas, Texas 75201
Tel: 214-624-1185

About FAMILYWEALTH ASSET MANAGEMENT

FAMILYWEALTH ASSET MANAGEMENT, formally registered with the SEC as FAMILYWEALTH ASSET MANAGEMENT. The firm was established in 01/02/2009. They have over 5 offices throughout the country.

FAMILYWEALTH ASSET MANAGEMENT is a Dallas, Texas based Financial Planning firm with nearly $175,053,545 assets under management, offering retirement planning & investment advisory services to 715 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	147869
SEC#	801-69660
Assets Managed by Firm	$175,053,545
No. of Clients	715
No. of Advisors	4

Fee Structure

A percentage of AUM
Subscription fees
Other (A PERCENTAGE OF ASSETS UNDER OUR CLIENT'S MANAGEMENT)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Other (PORTFOLIO CONSTRUCTION STRATEGIES PROVIDED TO OTHER RIAS)

Firm Client Information

	No. of Clients	AUM
Firm Total	715	$175,053,545
Individuals (other than high net worth individuals)	383	$48,680,984
High net worth individuals	20	$62,264,740
Pension and profit sharing plans	7	$14,611,854
Corporations or other businesses	1	$3

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