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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- ValueSummit
- Established Date
- 11-22-2021
- Office Locations
- 2
Office Locations
About Family Financial
Family Financial is a woman-owned, fiduciary RIA serving business owners and successful families with a coordinated “family office” style approach across investments, tax planning, and estate/exit planning. Led by CFP Tammy Trenta (also a Certified Tax Planner and Certified Exit Planner), the firm emphasizes integrated guidance that reduces advisor silos and supports entrepreneurs preparing for liquidity events. Custody includes Schwab and Fidelity/NFS.
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Owner & Executives
KELSEY MARIE ROSS
DIRECTOR OF OPERATIONS
- CRD
- --
- Ownership
- Less than 5%
TAMMY ANNE TRENTA
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #2712278
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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CHARLOTTE ANNE MORGAN
--
- CRD
- #6124213
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $280,311,416 | $604,119 |
| Non-Discretionary | $0 | -- |
| Total | $280,311,416 | $604,119 |
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Separately Managed Accounts
Total SMA Asset: $280,311,416
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $830,024,209 | 64.2% |
| Public Funds | $462,848,391 | 35.8% |
| Total | $1,292,872,600 | 100.0% |