FAMILY FINANCIAL STRATEGIES, INC.
CRD #122736 SEC #801-68131 SARASOTA, FL 941-907-4252
SEC Registered
Total AUM
$115M
Discretionary
$0
Employees
5
Clients
10
Accounts
350
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 4, 2008
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BLANCETT, CHRISTOPHER, LEE | I | VICE PRESIDENT | C | Control |
| BLANCETT, CHRISTOPHER, LEE | I | VICE PRESIDENT | C | Control |
| KOLBAS, LYDIA, JANE | I | PRESIDENT/TREASURER | C | Control |
| KOLBAS, LYDIA, JANE | I | PRESIDENT/TREASURER | C | Control |
| LUMLEY, RONALD, JOHN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT/SECRETARY | C | Control |
| LUMLEY, RONALD, JOHN | I | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT/SECRETARY | C | Control |
Registrations
Federal
IA
Feb 4, 2008 REGISTERED
Notice Filings (3)
FL IN TX
Address
6151 LAKE OSPREY DRIVESUITE 300
SARASOTA, FL 34240
USA
Phone: 941-907-4252