Family Faith & Finance Asset Management
Firm details
- Headquarters
- ,
- CRD number
- 144703
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals86.93%
- HNWI13.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Family Faith & Finance Asset Management operates as an independent registered investment advisor, focusing primarily on individual and family clients. The firm offers a range of services, including financial planning, portfolio management for individuals and small businesses, and pension consulting. With a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees, the firm tailors its approach to meet the diverse needs of its clientele. Although it does not actively engage in ESG investing, Family Faith & Finance Asset Management emphasizes a client-centric approach in its advisory activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents40%
- Exchange Traded Equities35%
- Non-Exchange Traded Equities25%
Contacts
1 of 1Donald Carpenter
Sole ProprietorCRD 2895409
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations