Family Investment Center
Family Investment Center is an SEC-registered mass-market adviser in Saint Joseph, MO with $689.3M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Family Investment Center: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 113799, SEC 801-63744, data through 2026-01-26.
- AUM (assets under management / regulatory AUM)
- $689.3M (2026-01-26)
- Firm type
- Mass-Market Adviser
- Location
- Saint Joseph, MO
- Employees
- 20
- Clients
- 894
- CRD
- 113799
- Ownership
- DANFORD, THADDUS "DAN", S; DANFORD, JEANNETTA, R.; MYERS, GARY, L.; WHITE, JASON, THEODORE; CODER, J., ELAINE
How much AUM does Family Investment Center have?
Family Investment Center reported $689.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-26).
Who owns Family Investment Center?
Disclosed owners and executives of Family Investment Center include DANFORD, THADDUS "DAN", S, DANFORD, JEANNETTA, R., MYERS, GARY, L., WHITE, JASON, THEODORE, CODER, J., ELAINE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.