Family Financial Architects, Inc. is a large advisory firm based in Natick. It manages $113.86 million of regulatory assets for 534 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Florida, Massachusetts, and Texas.
Family Financial Architects provides financial planning services, portfolio management for individuals and small businesses, and market timing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Family Financial Architects, Inc. is $113.86 million. The firm's AUM has grown by 226% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Family Financial Architects, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.
Roy Leonard Komack has been acting as President since 1 Jan 1989. Andrew Chan joined the executive team most recently as the Chief Compliance Officer.
The principal office where Family Financial Architects, Inc. performs its advisory services is located at 214 North Main St, Natick, MA 01760, 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 508-655-0210 or by fax 508-655-0210. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at famfin.biz.