Family Financial Solutions Group LLC

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Assets, Funds, Holdings

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Family Financial Solutions Group LLC
CRD #172725
SEC #801-80223
CIK #
AUM $435.4 M (2025-03-19)
Employees 1 (100% Investors, 0% Brokers)
Phone970-259-1040
Address270 East College Drive
Durango, CO 81301
Source [IAPD]
Total AUM ($M)
4503602701809002011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 16 313.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 4 121.8
(n) Other 0 0.0
Total 21 435.4
By Discretionary
Discretionary 0 0.0
Non-Discretionary 21 435.4
Total 21 435.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 435.4
Total 21 435.4
Comparable Firms State AUM ($B)
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Mosaic Pacific Investment Advisors LLC
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Robert L Bender Inc DBA Robert Bender & Associates
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Ruedi Wealth Management Inc
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