Family Offices & Financial Management, LLC is a large advisory firm based in North Canton. It manages $30 million of regulatory assets for 48 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Ohio.
Family Offices & Financial Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Family Offices & Financial Management, LLC is $30 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Family Offices & Financial Management, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Todd Alan Lensman has been acting as President since 1 Dec 1998. Llc Fofm joined the executive team most recently as the Owner.
The principal office where Family Offices & Financial Management, LLC performs its advisory services is located at 6273 Frank Avenue Nw, North Canton, OH 44720, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 330-497-8270 or by fax 330-497-8269. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at www.fo-fm.com.