Familywealth
Familywealth (CRD# 289193) is a financial advisory firm headquartered in Lake Mary, FL. They manage $316,315,559 in 584 accounts and serve the financial needs of clients across 36 states (or territories).
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Total Assets Under Management316MILLION
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Total Number of Accounts584ACCOUNTS
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Average Account Value$541,636
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MD, MN, MO, MS, MT, NC, NE, NM, NV, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
Nafees Alam (CRD# 5739032) is an Investment Advisor Representative working at Familywealth in Pensacola, FL and has over 6 years of experience in the finance industry.
Kimberly Allred (CRD# 3106938) is an Investment Advisor Representative working at Familywealth in Palo Alto, CA and has over 23 years of experience in the finance industry.
Mark Jordan (CRD# 1376067) is an Investment Advisor Representative working at Familywealth in Panama City Beach, FL and has over 38 years of experience in the finance industry.
Amanda Morris (CRD# 5609690) is an Investment Advisor Representative working at Familywealth in Dallas, TX and has over 15 years of experience in the finance industry.
Steven Slomberg (CRD# 2442979) is an Investment Advisor Representative working at Familywealth in Stow, OH and has 1 year of experience in the finance industry.
Ricardo Gonzales (CRD# 7708907) is an Investment Advisor Representative working at Familywealth in Dalworthington Gardens, TX and has 1 year of experience in the finance industry.
Lisa Martinez (CRD# 2414127) is an Investment Advisor Representative working at Familywealth in Denver, CO and has over 3 years of experience in the finance industry.
Jeremy Patton (CRD# 7518174) is an Investment Advisor Representative working at Familywealth in Frisco, TX and has over 2 years of experience in the finance industry.