SEC Form ADV

FAMILY FINANCIAL

Firm profile: Family Financial — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserCA
$280.3M
Assets Under Management
464
Total Clients
4
Employees
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Registration Details

Accession
CRD-316723
Location
MANHATTAN BEACH, CA
Filing Date
March 30, 2026
AUM
$280.3M
Total Clients
464
Institutional Clients
14
Employees
4
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

FAMILY FINANCIAL is a registered investment adviser headquartered in MANHATTAN BEACH, CA, managing approximately $280.3M in assets across 464 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.