Family Asset Management

EST. AUM
$323,748,302

CONTACTS
1

CLIENT ACCOUNTS
467

Firm Details

Metro area Charleston, SC
CRD Number 129738
Website familyasset.us
Client types

Overview

Founded in 2004, Family Asset Management (FAM) is an independent, registered investment advisory firm serving high net worth families, individuals, corporations, and foundations by providing holistic solutions that help their legacies thrive. *Acquired by Sequoia in October 2024*

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

Family Asset Management

Platform Details

Investment Preferences

Alternative Activity

Address

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