F
CRD: 171532
Family Financial Services, LLC
Cleveland, OH
4403394559
$98.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
116 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-28-2015
- Office Locations
- 1
Office Locations
-- Cleveland OH
About Family Financial Services, LLC
Family Financial Services, LLC is a Cleveland-based RIA. The firm has been operating for 11 years. Managing $98.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$98.1M AVG AUM / ADVISOR
$845.4K AVG AUM / CLIENT
11.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Meridian
Investment Themes
Optima eagle Wave Atlas
Investment Vehicles
Timber
Services
Focus value Radial unison Vertex Peak eagle Crest Frontier signal Summit
Owner & Executives
J
JOHN THOMAS ZUGAY
Chief Compliance Officer, President
- CRD
- #5576173
- Ownership
- 50% but less than 75%
(417) 671-8990
glacier.delta@pioneercapital.com
in linkedin.com/in/element-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $98,063,311 | -- |
| Total | $98,063,311 | -- |
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Separately Managed Accounts
Total SMA Asset: $98,063,311
Equity - Exchange:
31.2% U.S. Government/Agency:
30.9% Cash:
8.8% Corporate - Investment Grade:
29.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,984,713,759 | 31.2% |
| U.S. Government/Agency | $1,965,629,973 | 30.9% |
| Cash | $559,791,060 | 8.8% |
| Corporate - Investment Grade | $1,851,127,256 | 29.1% |
| Total | $6,361,262,048 | 100.0% |