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FAMILYWEALTH
LAKE MARY, FL
(866) 746-3743
SEC #801-111050Total AUM
$394.6M
Employees
13Clients
407Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
255 PRIMERA BLVD
SUITE 160
LAKE MARY
FL 32746
United States
SUITE 160
LAKE MARY
FL 32746
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
(866) 746-3743
Other Offices
7
Financials
Total AUM
$394.6M
Accounts
687Discretionary
$127.9M
Accounts
526Non-Discretionary
$266.8M
Accounts
161
Clients
Individual Clients
356AUM
$59.8M
HNW Individual Clients
26AUM
$87.9M
Pension/Profit Sharing Plan Clients
24AUM
$247M
Corporation or Business Clients
1AUM
$100
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
ADVICE TO USE MODELS OF RELATED INVESTMENT ADVISER
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
ALARAZCACOCTFLGAIAILINKSLAMAMDMNMOMSMTNCNDNENMNVOHORPARISCSDTNTXUTVAVTWAWI
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.