Family Investment Advisory, LLC
RIASEC Registered
Total AUM
$1.8M
Discretionary
$1.8M
100% of AUM
Avg account
$152K
Accounts
12
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 160189
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Family Investment Advisory, LLC is an independent, owner-operated registered investment adviser that serves individual and family clients, with a fee model based on a percentage of assets under management. The firm combines portfolio management for individuals and small businesses with insurance brokerage services. It reports no active ESG investing program, is not a multi-state adviser, and does not act as a pension consultant or related adviser.
Assets & Accounts
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 Equities20%
- Non-Exchange Traded Equities15%
- Investment Grade Corp Bonds15%
- Other10%
Contacts
1 of 1
Edward Murray
Managing MemberCRD 733021
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations