FAMILY FINANCIAL STRATEGIES, INC.
FAMILY FINANCIAL STRATEGIES, INC. of SARASOTA, FL is an SEC-registered investment adviser (CRD 122736). Regulatory assets under management: $115.0M.
Registration
- CRD: 122736
- SEC file number: 801-68131
- Type: Registered investment adviser
- Location: 6151 LAKE OSPREY DRIVE, SUITE 300, SARASOTA, FL, 34240
- Phone: 941-907-4252
- Latest filing: 2008-02-04
- Regulatory AUM: $115.0M
- Non-discretionary AUM: $115.0M
- Clients: 1
- Accounts: 350
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| LUMLEY RONALD JOHN | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT/SECRETARY | — |
| BLANCETT CHRISTOPHER LEE | VICE PRESIDENT | — |
| KOLBAS LYDIA JANE | PRESIDENT/TREASURER | — |
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