Family Investment Advisory, LLC

Overview

Family Investment Advisory, LLC operates as an individually owned limited liability company that provides fee-based portfolio management to individual and family clients. The firm charges a percentage-of-AUM fee and also conducts insurance brokerage activities. It is not positioned as a multi-state or pension consultant adviser, and it does not identify as an active ESG investor. Regulatory registration year is not provided. The client focus is small, private investors and families rather than institutional capital allocators. The firm’s business mix combines advisory portfolio management for individuals and small businesses with insurance brokerage, which suggests client engagements that blend investment oversight and risk-transfer planning.

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Investments & Alternatives

Location & Offices