Family Asset Management, LLC

Family Asset Management, LLC (CRD# 129738) is a financial advisory firm headquartered in Charleston, SC. They manage $117,400,000 in 322 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    117
    MILLION
  • Total Number of Accounts
    322
    ACCOUNTS
  • Average Account Value
    $364,596
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, NY, SC

Financial Advisors at Family Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Andrew T. Barrett
CRD#: 1885049
25 Society Street, Charleston, SC 29401
93
Wealthminder
score

Andrew Barrett (CRD# 1885049) is an Investment Advisor Representative working at Family Asset Management, LLC in Charleston, SC and has over 20 years of experience in the finance industry.

2
Granger C. Osborne
CRD#: 4524496
25 Society Street, Charleston, SC 29401
93
Wealthminder
score

Granger Osborne (CRD# 4524496) is an Investment Advisor Representative working at Family Asset Management, LLC in Charleston, SC and has over 12 years of experience in the finance industry.

3
Daniel T. Russler
CRD#: 1774188
293 East Bay Street, Charleston, SC 29401
93
Wealthminder
score

Daniel Russler (CRD# 1774188) is an Investment Advisor Representative working at Family Asset Management, LLC in Charleston, SC and has over 20 years of experience in the finance industry.

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