Family Financial

CRD 316723 · Manhattan Beach, CA · $280.3M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 316723
SEC number: 801-122728
Firm type: RIA
Assets under management: $280.3M as of Mar 30, 2026
Website: familyfinancial.biz ↗
Phone: (310) 598-8481
Address: 1601 N. Sepulveda Blvd, Manhattan Beach, CA, 90266

Advisors at this firm

2 in our index · page 1 of 1

Charlotte Anne MorganCRD 6124213 · Moore, SC

IA RegisteredRegistration inactive
Tammy Anne TrentaCRD 2712278 · Manhattan Beach, CA

IA Registered

Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 316723 ↗ FINRA BrokerCheck record for firm CRD 316723 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.