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Financial Advisor
Florida
Lake Mary
FAMILYWEALTH

FAMILYWEALTH

Tel: (866) 746-3743 255 Primera Blvd Suite 160 Lake Mary, Florida 32746

About 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
Firm CRD#:

289193

Firm SEC#:

801-111050

Assets Under Management:

$316,315,559

No. of Clients:

584

No. of Advisors:

12

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

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