Family Management is an investment advisor with $834.13 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
133462173
SEC advisor number
801-35943
FINRA CRD number
104951
AUM ?
$3.16 bn
(as of 12 Dec 23)
Accounts
2,985
(as of 12 Dec 23)
Employees
20
(20 investment advisory or research)
Address
Family Management
485 MADISON AVENUE
19TH FLOOR
NEW YORK
NY 10022
485 MADISON AVENUE
19TH FLOOR
NEW YORK
NY 10022
Phone
(212) 972-9600
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21