F
$972.7K Total AUM
$972.7K Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
18 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-07-2007
- Office Locations
- 1
Office Locations
-- Bartlesville OK
About Family Faith & Finance Asset Management
Family Faith & Finance Asset Management is a Norco-based RIA. The firm has been operating for 18 years. Managing $972.7K in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley.
Team overview
-- AVG AGE
$972.7K AVG AUM / ADVISOR
$243.2K AVG AUM / CLIENT
6.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DONALD FRANCIS CARPENTER JR.
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #2895409
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $972,695 | -- |
| Non-Discretionary | $0 | -- |
| Total | $972,695 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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