# FAMILY FINANCIAL

FAMILY FINANCIAL of MANHATTAN BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 316723
- Type: SEC-registered investment adviser
- SEC file number: 801-122728
- Location: 1601 N. SEPULVEDA BLVD, MANHATTAN BEACH, CA, 90266
- Phone: (310) 598-8481
- Latest filing: 2026-03-30
- Regulatory AUM: $280.3M
- Discretionary AUM: $280.3M
- Clients: 4
- Accounts: 464

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Tammy Anne Trenta | FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| Kelsey Marie Ross | DIRECTOR OF OPERATIONS | — |
| Joshua Reed Forrester | DIRECTOR OF BUSINESS MANAGEMENT | — |
| WINN CHRISTOPHER EDWARD | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| RICHARDSON MARGARET MARY | DIRECTOR OF OPERATIONS | — |
| TRENTA TAMMY ANNE | FOUNDER AND CHIEF EXECUTIVE OFFICER; FOUNDER, CEO, AND CCO; FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER (+1 more) | — |
| MUDSE JOSHUA DARRIN | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER; MEMBER | — |
| Forrester Joshua Reed | MEMBER | — |
| ROSS KELSEY MARIE | DIRECTOR OF OPERATIONS | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 310-564-4841 |
| — | — | 1 | 310-564-4841 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/316723/brochure
- Similar advisers: https://search.stillhousedata.com/firm/316723/similar
- Related entities: https://search.stillhousedata.com/firm/316723/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/316723

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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.
