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Verified 10 Nov 2026

Family Financial

Family Financial LLC, an independent multi-family office in Manhattan Beach, California, combines investment management with financial planning, tax work and business strategy under one roof. It typically serves clients holding $1 million or more in investable assets and business owners whose firms earn $1 million or more a year. Its Form ADV filed on 30 March 2026 reported $280 million in regulatory assets for 52 clients.

Type
Multi-family office
Location
Manhattan Beach, California, United States
Sectors
Public equities
Fund size / AUM
$280M regulatory AUM (Form ADV, filed 2026-03-30)
Latest fund or filing
30 Mar 2026

Contacts on file

For Family Financial, the paid file holds: 2 named decision-makers with roles; firm contact email.

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Sources

Last checked 10 Nov 2026. Is something wrong? Tell us.

Appears in 6 lists