FAMILY FINANCIAL SOLUTIONS GROUP, LLC

Adviser information for FAMILY FINANCIAL SOLUTIONS GROUP, LLC last updated from Form ADV on March 11th, 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 Colorado, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 1
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 0 $0
Non-Discretionary 21 $351.5M
Total 21 $351.5M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 13 $268.5M
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 0 $0
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 <5 $83.0M
Other 0 $0
Type Number
No. of Non-RAUM Clients 20
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businesses
Compensation % of AUM
Other Business Activities Accountant or accounting firm

Identifiers

SEC RIA File Number 801-80223
SEC ERA File Number 801-80223
SEC CIK Numbers None
SEC CRD Numbers 172725
Legal Entity Identifier None

Principal Office

270 EAST COLLEGE DRIVE
SUITE 100
DURANGO
CO
United States
Monday - Friday, 9:00 TO 5:00
Tel: 970-259-1040, Fax: None

Chief Compliance Officer

MICHAEL E. TYLER
MANAGING MEMBER
270 EAST COLLEGE DRIVE
SUITE 100
DURANGO
CO
United States
Tel: 970-259-1040
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
TYLER, MICHAEL, ELLIS Individual MANAGING MEMBER AND CCO 09/2006 > 75%

No. Employees, Historic

10502020202120222023202420251 on 3/9/20201 on 3/10/20211 on 3/2/20221 on 3/20/20231 on 3/11/2024

RAUM, Historic

400M200M0202020212022202320242025302403048 on 3/9/2020335645112 on 3/10/2021366652307 on 3/2/2022309916227 on 3/20/2023351463760 on 3/11/2024

No. Clients, Historic

3015020202021202220232024202520 on 3/9/202020 on 3/10/202122 on 3/2/202220 on 3/20/202317 on 3/11/2024