Family Financial

Family Financial (CRD# 316723) is a financial advisory firm headquartered in Manhattan Beach, CA. They manage $184,911,143 in 111 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1601 N. Sepulveda Blvd, 722, Manhattan Beach, CA 90266
https://familyfinancial.biz
By the Numbers
  • Total Assets Under Management
    185
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $1,665,866
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.

CA, NC, NH, TX

Financial Advisors at Family Financial
Showing 1 - 3 of 3 top financial advisors.
1
Joshua Mudse, financial advisor Manhattan Beach CA
Joshua D. Mudse
CRD#: 3105171
1601 N. Sepulveda Blvd, 722, Manhattan Beach, CA 90266

Joshua Mudse (CRD# 3105171) is an Investment Advisor Representative working at Family Financial in Manhattan Beach, CA and has over 23 years of experience in the finance industry.

2
Tammy Trenta, financial advisor Manhattan Beach CA
Tammy A. Trenta
CRD#: 2712278
1601 N. Sepulveda Blvd, 722, Manhattan Beach, CA 90266

Tammy Trenta (CRD# 2712278) is an Investment Advisor Representative working at Family Financial in Manhattan Beach, CA and has over 28 years of experience in the finance industry.

3
Joshua Forrester, financial advisor Manhattan Beach CA
Joshua R. Forrester
CRD#: 7523336
1601 N. Sepulveda Blvd, 722, Manhattan Beach, CA 90266

Joshua Forrester (CRD# 7523336) is an Investment Advisor Representative working at Family Financial in Manhattan Beach, CA and has over 2 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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