Family Asset Management, LLC Employee Directory

Financial ServicesSouth Carolina, United States201-500 Employees

Family Asset Management, LLC operates in the financial services sector, serving as a registered investment adviser within Sequoia Financial Group. Its recently refreshed identity positions it as part of a broader wealth management platform that serves individuals and families across the wealth continuum, aiming to help clients advance their futures through prudent asset management and advisory services. Based in Charleston, South Carolina, the firm aligns with a large network of wealth professionals under the Sequoia Financial umbrella and maintains formal registration with the Securities and Exchange Commission.

The organization emphasizes broad client coverage and strategic growth through affiliations and acquisitions within the advisory space, reflecting a trend of consolidating independent practices under a national platform. Recent developments indicate leadership transitions and corporate expansions, including leadership changes and the acquisition of other advisory firms, which complement its ongoing role in delivering comprehensive wealth management services to a diverse client base.

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