Family Asset Management, LLC

Family Asset Management, LLC (CRD# 129738) is a financial advisory firm headquartered in Charleston, SC. They manage $323,748,302 in 467 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
997 Morrison Drive, Suite 401, Charleston, SC 29403
https://familyasset.us
By the Numbers
  • Total Assets Under Management
    324
    MILLION
  • Total Number of Accounts
    467
    ACCOUNTS
  • Average Account Value
    $693,251
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Family Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Andrew Barrett, financial advisor Charleston SC
Andrew T. Barrett
CRD#: 1885049
997 Morrison Drive, Suite 401, Charleston, SC 29403

Andrew Barrett (CRD# 1885049) is an Investment Advisor Representative working at Family Asset Management, LLC in Charleston, SC and has over 26 years of experience in the finance industry.

2
John Huddleston, financial advisor Charleston SC
John B. Huddleston
CRD#: 5608156
997 Morrison Drive, Suite 401, Charleston, SC 29403

John Huddleston (CRD# 5608156) is an Investment Advisor Representative working at Family Asset Management, LLC in Charleston, SC and has over 15 years of experience in the finance industry.

3
Daniel Russler, financial advisor Charleston SC
Daniel T. Russler
CRD#: 1774188
997 Morrison Drive, Suite 401, Charleston, SC 29403

Daniel Russler (CRD# 1774188) is an Investment Advisor Representative working at Family Asset Management, LLC in Charleston, SC and has over 27 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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