LP Profile

Family Financial

Also known as family financial

Wealth ManagerManhattan Beach, United StatesFounded 2021
$280M
Assets Under Management
Manhattan Beach
Headquarters
Investment Focus

About Family Financial

Family Financial LLC is an independent multi-family office based in Manhattan Beach, California, founded in 2021. It manages about $280 million in assets and serves accomplished families and business owners nationwide. The firm provides integrated investment management, financial planning, tax strategy and business advisory services. It describes itself as a fiduciary that works with a select group of clients whose financial lives have outgrown simple solutions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Family Financial from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$280.3M
Total Clients
464
Filing Date
March 30, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Family Financial across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Family Financial?

Family Financial is a wealth manager based in Manhattan Beach, United States, managing approximately $280M in assets.

Where is Family Financial headquartered?

Family Financial is headquartered in Manhattan Beach, United States.

How much does Family Financial manage?

Family Financial manages approximately $280M in assets under management.

When was Family Financial founded?

Family Financial was founded in 2021.

How can I contact Family Financial?

Verified contact details, key decision-makers, and investment preferences for Family Financial are available on LPbacked. Create a free account to access them.