Overview
Assets Under Management: $324 million
Headquarters: CHARLESTON, SC
High-Net-Worth Clients: 85
Average Client Assets: $3 million
Frequently Asked Questions
FAMILY ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #129738), FAMILY ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
FAMILY ASSET MANAGEMENT, LLC is headquartered in CHARLESTON, SC.
FAMILY ASSET MANAGEMENT, LLC serves 85 high-net-worth clients according to their SEC filing dated March 27, 2024. View client details ↓
According to their SEC Form ADV, FAMILY ASSET MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
FAMILY ASSET MANAGEMENT, LLC manages $324 million in client assets according to their SEC filing dated March 27, 2024.
According to their SEC Form ADV, FAMILY ASSET MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 85
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.77
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 467
Discretionary Accounts: 449
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 129738
Last Filing Date: 2024-03-27 00:00:00
Website: https://familyasset.us