Family Financial
Family Financial is an SEC-registered ria in Manhattan Beach, CA with $280.3M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Family Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316723, SEC 801-122728, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $280.3M (2026-03-30)
- Firm type
- Ria
- Location
- Manhattan Beach, CA
- Employees
- 4
- Clients
- 108
- CRD
- 316723
- Ownership
- ROSS, KELSEY, MARIE; Forrester, Joshua, Reed; FF HOLDINGS, LLC.; TRENTA, TAMMY, ANNE; WINN, CHRISTOPHER, EDWARD
How much AUM does Family Financial have?
Family Financial reported $280.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Family Financial?
Disclosed owners and executives of Family Financial include ROSS, KELSEY, MARIE, Forrester, Joshua, Reed, FF HOLDINGS, LLC., TRENTA, TAMMY, ANNE, WINN, CHRISTOPHER, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.