Family Investment Management L.P.
Firm details
- Headquarters
- ,
- CRD number
- 170281
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.67%
- Individuals18.33%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Family Investment Management L.P. is an independent registered investment adviser structured as a limited partnership that primarily serves individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting among its advisory services. It bills clients through a mix of percentage-of-AUM fees, hourly charges, and fixed fees. Family Investment Management identifies as not being an active ESG investor and is not positioned as a multi-state adviser or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds80%
- Exchange Traded Equities17%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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