Family Capital Management

EST. AUM
$435,118,171

CONTACTS
5

CLIENT ACCOUNTS
1,322

Firm Details

Metro area Grand Rapids
CRD Number 111230
Website familycapitalmgt.com
Client types

Overview

Family Capital Management was established with the goal of finding a better way to help clients improve and organize their financial lives into an easy-to-understand format. Their objective is to take all the pieces of a client's financial plan and put them in place. Each plan is unique. Many of those pieces may not be relevant to the client or their plan at a given time, but as their life unfolds and their needs evolve, their process, "Planning with Purpose", helps clients pursue their financial independence.

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 Capital Management

Platform Details

Investment Preferences

Alternative Activity

Address

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