FAMILY FINANCIAL
FF ADVISORS, LLC Legal Name
Adviser information for FAMILY FINANCIAL last updated from Form ADV on March 4th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Nevada, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 110 | $182.0M |
| Non-Discretionary | 1 | $2.9M |
| Total | 111 | $184.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 16 | $5.7M |
| HNW Individuals | 59 | $148.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 36 | $25.1M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 8 | $5.7M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-122728 |
|---|---|
| SEC ERA File Number | 801-122728 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 316723 |
| Legal Entity Identifier | None |
Principal Office
1601 N. SEPULVEDA BLVD722
MANHATTAN BEACH
CA
United States
Monday - Friday, 8:30AM TO 5:00PM
Tel: (310) 598-8481, Fax: (424) 208-0664
Chief Compliance Officer
JOSHUA D. MUDSE
CHIEF OPERATING OFFICER
322 RED CEDAR DRIVE
SNEADS FERRY
NC
United States
Tel:
(310) 598-8481
J****@******************Z
(Full email address available in API data)
Regulatory Contact
TAMMY A. TRENTA
FOUNDER AND CEO
MANHATTAN BEACH
UNIT D
1117 5TH STREET
CA
United States
Tel:
(310) 598-8481
H****@******************Z
(Full email address available in API data)
Industry Affiliates
| FF BUSINESS MANAGEMENT, LLC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FF HOLDINGS, LLC. | Domestic Entity | – | MANAGING MEMBER | 11/2021 | > 75% |
| TRENTA, TAMMY, ANNE | Individual | FF HOLDINGS, LLC. | MANAGING MEMBER | 07/2021 | > 75% |
| TRENTA, TAMMY, ANNE | Individual | – | FOUNDER AND CHIEF EXECUTIVE OFFICER | 12/2021 | < 5% |
| MUDSE, JOSHUA, DARRIN | Individual | – | CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER | 03/2022 | < 5% |
| MUDSE, JOSHUA, DARRIN | Individual | FF HOLDINGS, LLC. | MEMBER | 03/2022 | |
| Forrester, Joshua, Reed | Individual | FF HOLDINGS, LLC. | MEMBER | 03/2022 |