FAMILY ASSET MANAGEMENT, LLC - Financial Advisor in South Carolina, Charleston

Tel: 843-723-2994 997 Morrison Drive, Suite 401 Charleston, South Carolina 29403

About FAMILY ASSET MANAGEMENT, LLC

FAMILY ASSET MANAGEMENT, LLC is a Charleston, South Carolina based financial advisory firm with nearly $323,748,302 in assets under management and provides investment advisory services for 467 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

129738

Firm SEC#:

801-83169

Assets Under Management:

$323,748,302

No. of Clients:

467

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (FAMILY LEGACY PLANNING AND DEVELOPMENT)

Fee Structure:

A percentage of AUM, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in South Carolina?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in South Carolina, Charleston

FirmCRD#:160665

SEC#:801-78751

No. of Advisors:510

No. of Clients:61

AUM:$28,309,013,200

FirmCRD#:157476

SEC#:801-72416

No. of Advisors:16

No. of Clients:42

AUM:$4,462,882,442

FirmCRD#:154232

SEC#:801-76943

No. of Advisors:16

No. of Clients:114

AUM:$3,375,104,696

FirmCRD#:109392

SEC#:801-57846

No. of Advisors:14

No. of Clients:9811

AUM:$3,239,657,732

FirmCRD#:173159

SEC#:801-106786

No. of Advisors:11

No. of Clients:6

AUM:$914,871,466

FirmCRD#:160105

SEC#:801-119118

No. of Advisors:2

No. of Clients:4

AUM:$403,354,396

FirmCRD#:311052

SEC#:801-119693

No. of Advisors:6

No. of Clients:1248

AUM:$361,716,000

FirmCRD#:295209

SEC#:801-113040

No. of Advisors:9

No. of Clients:2

AUM:$268,348,757

FirmCRD#:107665

SEC#:801-112588

No. of Advisors:3

No. of Clients:135

AUM:$264,922,179

FirmCRD#:170509

SEC#:801-126065

No. of Advisors:2

No. of Clients:4

AUM:$226,493,001

FirmCRD#:327001

SEC#:801-128554

No. of Advisors:3

No. of Clients:434

AUM:$226,295,828

FirmCRD#:137536

SEC#:801-107090

No. of Advisors:5

No. of Clients:595

AUM:$210,709,306

FirmCRD#:322064

SEC#:801-129645

No. of Advisors:10

No. of Clients:407

AUM:$170,558,268

FirmCRD#:301483

SEC#:801-124879

No. of Advisors:6

No. of Clients:5

AUM:$155,126,196

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

GREYSTAR INVESTMENT GROUP, LLC

160665

801-78751

510

$28,309,013,200

PERMCAP INVESTMENT OFFICE

157476

801-72416

$4,462,882,442

PERFORMA LIMITED (US), LLC

154232

801-76943

114

$3,375,104,696

TANDEM INVESTMENT ADVISORS INC

109392

801-57846

9811

$3,239,657,732

LIBERTY HALL CAPITAL PARTNERS, L.P.

173159

801-106786

$914,871,466

GLOBAL FRONTIER INVESTMENTS, LLC

160105

801-119118

$403,354,396

OBJECTIVITY SQUARED WEALTH MANAGEMENT

311052

801-119693

1248

$361,716,000

BRICKELL KEY ASSET MANAGEMENT LLC

295209

801-113040

$268,348,757

VICTORIA CAPITAL MANAGEMENT, INC.

107665

801-112588

135

$264,922,179

BOWSIDE CAPITAL, LLC

170509

801-126065

$226,493,001

NICHOLSON WEALTH MANAGEMENT GROUP, LLC

327001

801-128554

434

$226,295,828

CHARLESTON FINANCIAL ADVISORS, LLC

137536

801-107090

595

$210,709,306

BALLAST ROCK PRIVATE WEALTH

322064

801-129645

407

$170,558,268

SQN VENTURE PARTNERS, LLC

301483

801-124879

$155,126,196

Explore More Financial Advisor Firms in Charleston, South Carolina >>