Family Financial Strategies Inc is a large advisory firm based in Minneapolis. It manages $491.72 million of regulatory assets for 181 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Minnesota, South Dakota, and Washington.
Family Financial Strategies provides financial planning services, portfolio management for individuals and small businesses, and market timing services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Family Financial Strategies Inc is $491.72 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Family Financial Strategies Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Family Financial Strategies Inc is owned by John Wunsch. Greg Nelson has been acting as President since 1 Jan 1997. Miggie Ellen Cramblit joined the executive team most recently as the Chief Operating Officer.
The principal office where Family Financial Strategies Inc performs its advisory services is located at 701 Xenia Ave South, Minneapolis, MN 55416 1028, 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 763-540-0111 or by fax 763-540-0444. The normal business hours are 8:00a.m.- 5:00 p.m. on Monday - Friday.