Family Wealth Partners LLC

Family Wealth Partners LLC (CRD# 304935) is a financial advisory firm headquartered in Medford, NJ. They manage $93,764,236 in 419 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
152 Himmelein Road, Suite 700, Medford, NJ 08055
By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    419
    ACCOUNTS
  • Average Account Value
    $223,781
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.

NJ

Financial Advisors at Family Wealth Partners LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mark Finelli, financial advisor Medford NJ
Mark A. Finelli
CRD#: 4434102
152 Himmelein Road, Suite 700, Medford, NJ 08055

Mark Finelli (CRD# 4434102) is an Investment Advisor Representative working at Family Wealth Partners LLC in Medford, NJ and has over 22 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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