FAMILY FINANCIAL

FAMILY FINANCIAL of MANHATTAN BEACH, CA is an SEC-registered investment adviser (CRD 316723). Regulatory assets under management: $280.3M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (9)

NameRoleLocation
Tammy Anne TrentaFOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER; MANAGING MEMBER
Kelsey Marie RossDIRECTOR OF OPERATIONS
Joshua Reed ForresterDIRECTOR OF BUSINESS MANAGEMENT
WINN CHRISTOPHER EDWARDCHIEF COMPLIANCE OFFICER; MANAGING MEMBER
RICHARDSON MARGARET MARYDIRECTOR OF OPERATIONS
TRENTA TAMMY ANNEFOUNDER AND CHIEF EXECUTIVE OFFICER; FOUNDER, CEO, AND CCO; FOUNDER, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER (+1 more)
MUDSE JOSHUA DARRINCHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER; MEMBER
Forrester Joshua ReedMEMBER
ROSS KELSEY MARIEDIRECTOR OF OPERATIONS

Branch offices (2)

CityStateEmployeesPhone
1310-564-4841
1310-564-4841

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