F
$1.8M Total AUM
$1.8M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
14 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-17-2012
- Office Locations
- 1
Office Locations
-- Merrimack NH
About Family Investment Advisory, LLC
Family Investment Advisory, LLC is a Merrimack-based RIA. The firm has been operating for 14 years. Managing $1.8M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank.
Team overview
75 AVG AGE
$1.8M AVG AUM / ADVISOR
$260.8K AVG AUM / CLIENT
14.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
E
EDWARD WILLIAM MURRAY
Chief Compliance Officer, Managing Member, Wealth Manager
- CRD
- #733021
- 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 | $1,825,490 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,825,490 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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