FAMILY FINANCIAL GROUP

FAMILY FINANCIAL GROUP of WEST MONROE, LA is an SEC-registered investment adviser (CRD 152609). Regulatory assets under management: $133.0M.

Registration

• CRD: 152609
• SEC file number: 801-135491
• Type: Registered investment adviser
• Location: 3800 CYPRESS ST, WEST MONROE, LA, 71291
• Phone: 318-387-8918
• Latest filing: 2026-03-02
• Regulatory AUM: $133.0M
• Discretionary AUM: $133.0M
• Clients: 5
• Accounts: 713

Business model

Compensation: % of AUM, Commissions, Other.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152609 on SEC IAPD (source of record)
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