LP Profile

Family Financial

Also known as family financial

Wealth ManagerManhattan Beach, United StatesFounded 2021
Manhattan Beach
Headquarters
Investment Focus

About Family Financial

Family Financial is a wealth manager based in Manhattan Beach, US. Founded in 2021.

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.

Where is Family Financial headquartered?

Family Financial is headquartered in Manhattan Beach, United States.

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.