Family Wealth Partners LLC
Family Wealth Partners LLC (CRD# 304935) is a financial advisory firm headquartered in Medford, NJ. They manage $93,764,236 in 419 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Family Wealth Partners LLC
By the Numbers
-
Total Assets Under Management94MILLION
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Total Number of Accounts419ACCOUNTS
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Average Account Value$223,781
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ
Financial Advisors at Family Wealth Partners LLC
1
Mark Finelli (CRD# 4434102) is an Investment Advisor Representative working at Family Wealth Partners LLC in Medford, NJ and has over 22 years of experience in the finance industry.
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