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FAMILYWEALTH
Tel: (866) 746-3743
255 Primera Blvd Suite 160
Lake Mary, Florida 32746
FAMILYWEALTH
FAMILYWEALTH is a Lake Mary, Florida based financial advisory firm with nearly $316,315,559 in assets under management and provides investment advisory services for 584 clients. There are currently 12 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Other (ADVICE TO USE MODELS OF RELATED INVESTMENT ADVISER)
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
289193
SEC#:
801-111050
No. of Clients:
584
Assets under Management
$316,315,559
No. of Advisors:
12
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