Family Financial

Family Financial, a registered investment advisor, was founded in September 2021 and commenced operations in December 2021. The firm offers wealth management services to individuals, high net-worth individuals, families, trusts, estates, and small businesses. As a fiduciary, Family Financial upholds a duty of loyalty, fairness, and good faith towards each client. The firm provides customized wealth management solutions, including discretionary wealth management and related advisory services. Investment portfolios may consist of ETFs, mutual funds, individual stocks, bonds, digital currency, and other investments. Family Financial primarily employs fundamental and technical analysis methods in developing investment strategies, with a focus on long-term investment goals. The firm may recommend redistributing investment allocations, increasing sector weightings, employing cash positions, or selling positions for various reasons. Family Financial does not charge performance-based fees and does not manage proprietary investment funds. The firm does not receive compensation for securities transactions other than wealth management fees. Clients have investment discretion, and the firm does not accept proxy-voting responsibility. Family Financial manages $232,828,592 on a discretionary basis as of March 13, 2025. For more information, clients can contact the firm at (310) 598-8481 or [email protected].