Family Investment Management LP
Family Investment Management LP (CRD# 170281) is a financial advisory firm headquartered in , . They manage $23,077,606 in 126 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Family Investment Management LP
By the Numbers
-
Total Assets Under Management23MILLION
-
Total Number of Accounts126ACCOUNTS
-
Average Account Value$183,156
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Family Investment Management LP
1
Mark Buckman (CRD# 1984483) is an Investment Advisor Representative working at Family Investment Management LP in Carlsbad, CA and has over 34 years of experience in the finance industry.
2
Philip Spencer (CRD# 1883056) is an Investment Advisor Representative working at Family Investment Management LP in Carlsbad, CA and has over 35 years of experience in the finance industry.
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