Family Wealth Advisors

Company Description (LinkedIn): Family Wealth Advisors offers holistic wealth management services to successful individuals and families through its team of professionals with backgrounds in financial, legal and tax planning. Our mission is to be your trusted advisors.

• ⏳ Active Since:
• 📍 Location:
• 🔢 Employee Count: 2
• 👥 Followers: 10

From SEC filings:

💁 Advisory Services Offered

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for pooled investment vehicles (other than investment companies)
• Pension consulting services
• Selection of other advisers (including private fund managers)

💲 Compensation Options

• A percentage of assets under your management
• Fixed fees (other than subscription fees)

Accounts

• 💰 Total AUM ($Millions): 39
• 🧾 Number of accounts: 158
• 🛍 Average Account Size: $243,671

View more details on Wealthminder 🔗

External Links:

• View form ADV (SEC) 📄
• View form CRS (SEC) 📄

Visit familywealthadvisors.com