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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-09-2021
- Office Locations
- 1
Office Locations
About Family AND Money Matters
Family and Money Matters is a planning-led advisory and education firm focused on family financial well-being. The team builds holistic financial plans (goals, balance sheet, and cash flow) and family strategic plans to support legacy and multigenerational family businesses. It also delivers structured programs for couples, women, children, young adults, financial planners, and social impact investors, with portfolios typically implemented using ETFs and mutual funds (Schwab custody).
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Investment Themes
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Owner & Executives
ELAINE KING FUENTES
Chief Compliance Officer
- CRD
- #2773058
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,530,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,530,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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