FAMILY FINANCIAL SERVICES, LLC

FAMILY FINANCIAL SERVICES, LLC is an SEC-registered investment adviser (CRD 171532). Regulatory assets under management: $98.1M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 171532
• Type: Registered investment adviser
• Phone: 440-339-4559
• Latest filing: 2026-01-05
• Regulatory AUM: $98.1M
• Non-discretionary AUM: $98.1M
• Clients: 1
• Accounts: 58

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, 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 171532 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search