F
CRD: 172725
Family Financial Solutions Group, LLC
Durango, CO, 81301
9702591040
$500.7M Total AUM
$0 Disc. AUM
17.9% 3Y CAGR
1 Employees
40 ADV. Clients
11 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-27-2014
- Office Locations
- 1
Office Locations
270 East College Drive Suite 100 Durango CO
About Family Financial Solutions Group, LLC
Family Financial Solutions Group, LLC is a Durango-based RIA. The firm has been operating for 11 years. Managing $500.7M in total assets under management, with 1 advisory representatives. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$500.7M AVG AUM / ADVISOR
$12.5M AVG AUM / CLIENT
11.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Vital ember Harbor
Investment Themes
Ridge vertex Frontier
Investment Vehicles
Atlas crest
Services
Matrix Harbor Quantum meridian Vertex Prime quantum
Owner & Executives
M
MICHAEL ELLIS TYLER
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #5234179
- Ownership
- 75% or more
(400) 812-7163
eagle.beacon@quantumcapital.com
in linkedin.com/in/insight-pathway
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $500,744,069 | $25,037,203 |
| Total | $500,744,069 | $25,037,203 |
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Separately Managed Accounts
Total SMA Asset: $500,744,069
Equity - Exchange:
22.6% U.S. Government/Agency:
15.3% Equity - OTC:
15.0% Corporate - Investment Grade:
16.9% Corporate - Non-Investment Grade:
14.2% Cash:
16.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,284,796,090 | 22.6% |
| U.S. Government/Agency | $869,795,583 | 15.3% |
| Equity - OTC | $852,740,768 | 15.0% |
| Corporate - Investment Grade | $960,754,598 | 16.9% |
| Corporate - Non-Investment Grade | $807,261,260 | 14.2% |
| Cash | $909,590,153 | 16.0% |
| Total | $5,684,938,452 | 100.0% |