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Family Investment Management LP

Headquartered in CARLSBAD, CA

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Firm Information

Family Investment Management LP is a registered investment advisor with 2 licensed agents and 2 investment adviser representatives. The firm manages approximately $23,077,606 in assets for 126 clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth individuals. The firm provides financial planning, pension consulting, and portfolio management services for individuals.

Family Investment Management LP

$23.08M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

FAMILY INVESTMENT MANAGEMENT LP has a total of 2 branch locations across the country.
location

CARLSBAD, CA

location

OCEANSIDE, CA

Advisors at Family Investment Management LP

View All 2 Advisors
Unclaimed
Philip Michael Spencer

RA

CARLSBAD, CA

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Unclaimed
Mark Stephen Buckman

RA

CARLSBAD, CA

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Disclosures

There are no public disclosures for Family Investment Management LP.

Frequently Asked Questions (5)

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