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⚲
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| Family Asset Management LLC
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| |
|---|---|
| CRD # | 129738 |
| SEC # | 801-83169 |
| CIK # | 0001961278 |
| AUM | $323.7 MM (2024-03-27) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 843-723-2994 |
| Address | 997 Morrison Drive, Suite 401 Charleston, SC 29403 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 4.4 | |
| MSFT | 1,918,222.4 | 2.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 115 | 35.9 |
| (b) Individuals (high net worth individuals) | 85 | 219.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 53.8 |
| (h) Charitable organizations | 5 | 14.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 467 | 323.7 |
| By Discretionary | ||
| Discretionary | 449 | 267.4 |
| Non-Discretionary | 18 | 56.3 |
| Total | 467 | 323.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.5 | |
| United States Persons | 321.2 | |
| Total | 467 | 323.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001961278] |
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