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FAMILY FINANCIAL SOLUTIONS GROUP, LLC

dba FAMILY FINANCIAL SOLUTIONS GROUP, LLC · CRD 172725 · Registered Investment Adviser

FAMILY FINANCIAL SOLUTIONS GROUP, LLC is a Registered Investment Adviser headquartered in DURANGO, CO. The firm reports $500,744,069 in regulatory assets under management across 20 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$0
Non-discretionary$500,744,069
Total RAUM$500,744,069
Accounts20

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 172725. adviserinfo.sec.gov/firm/summary/172725.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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