Family Asset Management, LLC Employee Directory

Financial ServicesSouth Carolina, United States201-500 Employees

Newly Sequoia Financial Group since 11.01.2024. We serve clients across the wealth continuum, enriching lives by helping individuals and families advance their chosen future. Follow us at Sequoia Financial Group.
FAM is registered with the Securities and Exchange Commission.

Find Family Asset Management, LLC employees' phone numbers or email addresses

Family Asset Management, LLC Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

Europe
5

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  • United Kingdom Of Great Britain And Northern Ireland
    3
  • Switzerland
    1
  • Romania
    1

South America
1

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  • Brazil
    1

Family Asset Management, LLC's Leadership

  • Stylized image of a person
    A. H. M.
    Senior Vice President And Lead Relationship Manager
    Phone icon
  • Stylized image of a person
    F. X.
    Director Asset Management
    Phone icon
  • Stylized image of a person
    O. L. W.
    Director, Financial Strategies
    Phone icon
  • Stylized image of a person
    T. M.
    Manager
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  • Stylized image of a person
    A. D.
    Private Investor - Capital Allocator
    Phone icon

Family Asset Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Entrepreneurship
  • Banking
  • Business
  • Accounting
  • Administrative
  • Other

Contact profiles from Family Asset Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. H. M.
    Senior Vice President And Lead Relationship Manager
    Phone icon
    United StatesGeorgia
    Nov 17, 2025
  • Stylized image of a person
    F. X.
    Director Asset Management
    Phone icon
    United KingdomBirmingham
    Jan 13, 2026
  • Stylized image of a person
    O. L. W.
    Director, Financial Strategies
    Phone icon
    United StatesGeorgia
    Oct 23, 2025
  • Stylized image of a person
    T. M.
    Manager
    Phone icon
    Nov 17, 2025
  • Stylized image of a person
    A. D.
    Private Investor - Capital Allocator
    Phone icon
    United StatesNew Jersey
    Oct 18, 2025

Frequently Asked Questions

What is Family Asset Management, LLC known for?

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Family Asset Management, LLC was founded in 1991 operates in the Financial Services industry. The company's main headquarters is located in 997 Morrison Drive Suite 401 Charleston, South Carolina 29403 United States; you can contact the main corporate office by phone at . Explore Family Asset Management, LLC's company overview page for more information.

What is Family Asset Management, LLC's most common email format?

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Family Asset Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Family Asset Management, LLC email formats with LeadIQ.

How many employees does Family Asset Management, LLC have currently?

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Family Asset Management, LLC has approximately 201 employees as of February 2026. These team members are located across 3 continents, including North AmericaEuropeSouth America.

Who are Family Asset Management, LLC's key employees and leadership?

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As of February 2026, Family Asset Management, LLC's key employees include:

  • Senior Vice President And Lead Relationship Manager: A. H. M.
  • Director Asset Management: F. X.
  • Director, Financial Strategies: O. L. W.
  • Manager: T. M.
  • Private Investor - Capital Allocator: A. D.

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