Familywealth Asset Management
Familywealth Asset Management (CRD# 147869) is a financial advisory firm headquartered in Dallas, TX. They manage $198,269,047 in 752 accounts and serve the financial needs of clients across 37 states (or territories).
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Total Assets Under Management198MILLION
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Total Number of Accounts752ACCOUNTS
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Average Account Value$263,656
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
AL, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MD, MN, MO, MS, MT, NC, NE, NJ, NM, NV, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
John Mugarian (CRD# 1983612) is an Investment Advisor Representative working at Familywealth Asset Management in Pensacola, FL and has over 34 years of experience in the finance industry.
Wilbert Oakley (CRD# 4612563) is an Investment Advisor Representative working at Familywealth Asset Management in Dallas, TX and has over 16 years of experience in the finance industry.
Lu Yu (CRD# 6940884) is an Investment Advisor Representative working at Familywealth Asset Management in Dallas, TX and has over 5 years of experience in the finance industry.
James Mayer (CRD# 2261997) is an Investment Advisor Representative working at Familywealth Asset Management in Masfield, MA and has over 3 years of experience in the finance industry.