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Family Asset Management, LLC
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Overview Share
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Charleston, South Carolina
$232.1 million AUM
1 office

Family Asset Management, LLC is based in Charleston, South Carolina and has $232.1 million in assets under management.

Location
25 Society Street
Charleston, SC 29401
$232.1 million
AUM
6
Employees
AUM Share
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$232,052,950
Assets under management
164 clients
Number of clients
Average investment size is $1,414,957
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 69 $17,018,430 7% $246,644
High net worth individuals 79 $167,928,430 72% $2,125,676
Pension and profit sharing plans 14 $44,489,448 19% $3,177,818
Charitable organizations 1 $2,291,411 1% $2,291,411
Other corporations or businesses 1 $325,231 0% $325,231
Employees Share
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6
Employees
4
Investment analysts
67% of total employees
AUM per employee Share
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$232,052,950
Assets under management
$38,675,492
AUM per employee
$58,013,238
AUM per investment analyst
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Compensation

Family Asset Management, LLC makes money through the following ways:

  • Percentage of AUM
Services offered

Family Asset Management, LLC provides the following services:

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
Firm data Share
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CRD number 129,738
SEC number 801-83169
Legal structure Limited Liability Company
Legal governance South Carolina, United States
Latest ADV filing date March 30, 2020

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