F
$29.4M Total AUM
$29.4M Disc. AUM
-- 3Y CAGR
3 Employees
86 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-20-2014
- Office Locations
- 1
Office Locations
-- Carlsbad CA
About Family Investment Management L.p.
Family Investment Management L.p. is a Carlsbad-based RIA. The firm has been operating for 12 years. Managing $29.4M in total assets under management, with 2 advisory representatives. They custody assets with LPL Financial.
Team overview
61 AVG AGE
$14.7M AVG AUM / ADVISOR
$341.7K AVG AUM / CLIENT
12.2 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
Available
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
MARK STEPHEN BUCKMAN
Managing Member
- CRD
- #1984483
- Ownership
- 50% but less than 75%
Available
Available
Available
P
PHILIP MICHAEL SPENCER
Chief Compliance Officer, Owner
- CRD
- #1883056
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,385,856 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,385,856 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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