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Last updated: January 16th, 2020. Data source: SEC filings.
Family Investment Center, federally registered in 2005, is a Registered Investment Advisor (RIA) in 12 state(s) with a licensed staff of 6 advisors. Family Investment Center manages $280.8 million and provides investment advisory services for 615 clients (1:103 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 20%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||6|
|Percentage of Advisors Trusted||50%|
|Average Client Balance||$456,629|
|Total AUM||$280.8 million|
|Advisor / Client Ratio||1:103|
|Headquarters||Saint Joseph, MO|
|SEC Filings||Forms and Brochures (CRD # 113799)|
|State(s) Registered||AZ, CO, IN, IA, KS, LA, MO, NE, NH, NC, TX, VA|