Family And Money Matters

Family And Money Matters (CRD# 313222) is a financial advisory firm headquartered in Coral Gables, FL. They manage $2,414,841 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4531 Ponce De Leon Boulevard, Suite 200, Coral Gables, FL 33181
http://www.familyandmoneymatters.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $804,947
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Family And Money Matters
Showing 1 - 1 of 1 top financial advisors.
1
Elaine King-Fuentes, financial advisor Coral Gables FL
Elaine King-Fuentes
CRD#: 2773058
4531 Ponce De Leon Boulevard, Suite 200, Coral Gables, FL 33181

Elaine King-Fuentes (CRD# 2773058) is an Investment Advisor Representative working at Family And Money Matters in Coral Gables, FL and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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