# FAMILY AND MONEY MATTERS

FAMILY AND MONEY MATTERS of CORAL GABLES, FL is an SEC-registered investment adviser.

## Registration

- CRD: 313222
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/313222/brochure
- Similar advisers: https://search.stillhousedata.com/firm/313222/similar
- Related entities: https://search.stillhousedata.com/firm/313222/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/313222

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.