Family Office Investment Advisory LLC

EST. AUM
$220,000,000

CONTACTS

CLIENT ACCOUNTS
1

Firm Details

Metro area Phoenix
CRD Number 339607
Website -
Client types

Overview

Family Office Investment Advisory LLC (FOIA) is an Indiana-based Registered Investment Adviser that provides personalized wealth management services to individuals, high-net-worth families, and charitable organizations. The firm’s investment approach is primarily based on a long-term, fundamental philosophy that emphasizes strategic asset allocation and the use of diversified mutual funds and exchange-traded funds (ETFs). Their strategy focuses on identifying investments with low expense ratios and high tax efficiency to maximize net returns for clients.

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 Office Investment Advisory LLC

Platform Details

Investment Preferences

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