Family Investment Management LP

Family Investment Management LP (CRD# 170281) is a financial advisory firm headquartered in , . They manage $23,077,606 in 126 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    126
    ACCOUNTS
  • Average Account Value
    $183,156
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Family Investment Management LP
Showing 1 - 2 of 2 top financial advisors.
1
Mark Buckman, financial advisor Carlsbad CA
Mark S. Buckman
CRD#: 1984483
Carlsbad, CA

Mark Buckman (CRD# 1984483) is an Investment Advisor Representative working at Family Investment Management LP in Carlsbad, CA and has over 34 years of experience in the finance industry.

2
Philip Spencer, financial advisor Carlsbad CA
Philip M. Spencer
CRD#: 1883056
Carlsbad, CA

Philip Spencer (CRD# 1883056) is an Investment Advisor Representative working at Family Investment Management LP in Carlsbad, CA and has over 35 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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