FAMILY AND MONEY MATTERS

FAMILY AND MONEY MATTERS of CORAL GABLES, FL is an SEC-registered investment adviser (CRD 313222). Regulatory assets under management: $21.5M.

Registration

• CRD: 313222
• Type: Registered investment adviser
• Location: 4531 PONCE DE LEON BOULEVARD, CORAL GABLES, FL, 33146
• Phone: 305-432-3000
• Latest filing: 2026-02-02
• Regulatory AUM: $21.5M
• Discretionary AUM: $21.5M
• Clients: 1
• Accounts: 36

Business model

Compensation: % of AUM, Hourly, Fixed.

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 313222 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search