Channel Family Assets

EST. AUM
$23,829,396

CONTACTS
1

CLIENT ACCOUNTS

Firm Details

Metro area New York City
CRD Number 158598
Website channelfamilyassets.com
Client types

Overview

Channel Family Assets is SEC-Registered investment advisor, boutique multi-family-office and investment advisory firm based in New York. Founded and registered in 2011, the firm serves high-net-worth families, offering tailored investment management and wealth oversight services. Public filings indicate that the firm manages discrete mandates for a small number of clients, with a focus exclusively on high net worth individuals.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Channel Family Assets

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company