Family Asset Management is an investment advisor in Charleston with $281.82 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
200273986
SEC advisor number
801-83169
FINRA CRD number
129738
AUM ?
$281.82 mm
(as of 30 Jun 23)
Accounts
200
(as of 30 Jun 23)
Employees
8
(4 investment advisory or research)
Office hours
Monday - Friday, 8:30 AM TO 5:00 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Russler, Daniel, Terrill | Partner, Principal of Investing | 09/2003 | 50-75% |
Barrett, Andrew, Thomas | Partner, Chief Compliance Officer | 12/2009 | 25-50% |
Chism-moore, Kimberly, Dawn | Partner, Director of Client Services | 01/2021 | 5-10% |
Warnock, Ashley, Harris | Partner, Director of Family Communication and Strategy | 01/2021 | 10-25% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 Aug 24
13F-HR
Quarterly holdings report by institutional manager
14 May 24
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
27 Jul 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23