Family Investment Management LP

Family Investment Management LP (CRD# 170281) is a financial advisory firm headquartered in Carlsbad, CA. They manage $24,693,556 in 152 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    152
    ACCOUNTS
  • Average Account Value
    $162,458
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
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.

CA

Financial Advisors at Family Investment Management LP
Showing 1 - 2 of 2 top financial advisors.
1
Philip M. Spencer
CRD#: 1883056
2888 Loker Ave E, Ste 317, Carlsbad, CA 92010
69
Wealthminder
score

Philip Spencer (CRD# 1883056) is an Investment Advisor Representative working at Family Investment Management LP in Carlsbad, CA and has over 28 years of experience in the finance industry.

2
Mark S. Buckman
CRD#: 1984483
2888 Loker Ave E, Ste 317, Carlsbad, CA 92010
59
Wealthminder
score

Mark Buckman (CRD# 1984483) is an Investment Advisor Representative working at Family Investment Management LP in Carlsbad, CA and has over 27 years of experience in the finance industry.

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