Familyvest

Familyvest (CRD# 284687) is a financial advisory firm headquartered in Destin, FL. They manage $56,715,247 in 264 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
4300 Legendary Drive, Suite 226, Destin, FL 32541
https://www.instagram.com/family_vest/
By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    264
    ACCOUNTS
  • Average Account Value
    $214,830
Compensation Options
  • 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.

FL, LA, TX

Financial Advisors at Familyvest
Showing 1 - 1 of 1 top financial advisors.
1
Todd Sensing, financial advisor Destin FL
Todd Sensing
CRD#: 2248151
4300 Legendary Drive, Suite 226, Destin, FL 32541

Todd Sensing (CRD# 2248151) is an Investment Advisor Representative working at Familyvest in Destin, FL and has over 26 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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