FAMILY INVESTMENT ADVISORY, LLC

FAMILY INVESTMENT ADVISORY, LLC is an SEC-registered investment adviser (CRD 160189). Regulatory assets under management: $1.8M.

Registration

• CRD: 160189
• Type: Registered investment adviser
• Phone: 617-872-8590
• Latest filing: 2026-06-29
• Regulatory AUM: $1.8M
• Discretionary AUM: $1.8M
• Clients: 1
• Accounts: 12

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 160189 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search