FAMILY ASSET MANAGEMENT, LLC
CRD #129738 SEC #801-83169 CHARLESTON, SC 843-723-2994
SEC Registered
Total AUM
$323.7M
Discretionary
$267.4M
Employees
6
Clients
0
Accounts
467
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $323.7M | $267.4M | $56.3M | 6 | 0 |
| Sep 2023 | $281.8M | $231.3M | $50.5M | 8 | 0 |
| Jun 2023 | $281.8M | $231.3M | $50.5M | 8 | 0 |
| Apr 2023 | $281.8M | $231.3M | $50.5M | 8 | 0 |
| Mar 2023 | $281.8M | $231.3M | $50.5M | 8 | 0 |
| Apr 2022 | $307.9M | $251.5M | $56.5M | 8 | 0 |
| Mar 2022 | $307.9M | $251.5M | $56.5M | 8 | 0 |
| May 2021 | $282.5M | $228M | $54.4M | 8 | 0 |
| Mar 2021 | $282.5M | $228M | $54.4M | 8 | 0 |
| Jun 2020 | $232.1M | $179.5M | $52.6M | 6 | 0 |
| Mar 2020 | $232.1M | $179.5M | $52.6M | 6 | 0 |
| Mar 2019 | $225.1M | $157.9M | $67.2M | 6 | 0 |
| Mar 2018 | $149.6M | $123.4M | $26.2M | 5 | 0 |
| Mar 2018 | $128.8M | $114.5M | $14.3M | 5 | 119 |
| Mar 2018 | $128.8M | $114.5M | $14.3M | 5 | 119 |
| Mar 2017 | $128.8M | $114.5M | $14.3M | 5 | 126 |
| Mar 2016 | $117.4M | $110.3M | $7.2M | 4 | 138 |
| Mar 2015 | $113.7M | $108.5M | $5.2M | 4 | 26 |
| Mar 2015 | $113.7M | $108.5M | $5.2M | 4 | 26 |
| Jun 2012 | $65.4M | $63.3M | $2.1M | 1 | 26 |
| Jun 2012 | $65.4M | $63.3M | $2.1M | 1 | 26 |
| Jun 2012 | $65.4M | $63.3M | $2.1M | 1 | 26 |
| May 2012 | $65.4M | $63.3M | $2.1M | 1 | 26 |
| Mar 2012 | $65.4M | $63.3M | $2.1M | 1 | 26 |
| Mar 2011 | $51.5M | $50.5M | $1M | 5 | -- |
| Feb 2011 | $51.5M | $50.5M | $1M | 5 | -- |
| Mar 2009 | $34.5M | $34.5M | $0 | 5 | -- |
| May 2007 | $33.6M | $33.6M | $0 | 5 | -- |
DateMar 2024
Total AUM$323.7M
Discretionary$267.4M
Non-Disc.$56.3M
Employees6
Clients0
DateSep 2023
Total AUM$281.8M
Discretionary$231.3M
Non-Disc.$50.5M
Employees8
Clients0
DateJun 2023
Total AUM$281.8M
Discretionary$231.3M
Non-Disc.$50.5M
Employees8
Clients0
DateApr 2023
Total AUM$281.8M
Discretionary$231.3M
Non-Disc.$50.5M
Employees8
Clients0
DateMar 2023
Total AUM$281.8M
Discretionary$231.3M
Non-Disc.$50.5M
Employees8
Clients0
DateApr 2022
Total AUM$307.9M
Discretionary$251.5M
Non-Disc.$56.5M
Employees8
Clients0
DateMar 2022
Total AUM$307.9M
Discretionary$251.5M
Non-Disc.$56.5M
Employees8
Clients0
DateMay 2021
Total AUM$282.5M
Discretionary$228M
Non-Disc.$54.4M
Employees8
Clients0
DateMar 2021
Total AUM$282.5M
Discretionary$228M
Non-Disc.$54.4M
Employees8
Clients0
DateJun 2020
Total AUM$232.1M
Discretionary$179.5M
Non-Disc.$52.6M
Employees6
Clients0
DateMar 2020
Total AUM$232.1M
Discretionary$179.5M
Non-Disc.$52.6M
Employees6
Clients0
DateMar 2019
Total AUM$225.1M
Discretionary$157.9M
Non-Disc.$67.2M
Employees6
Clients0
DateMar 2018
Total AUM$149.6M
Discretionary$123.4M
Non-Disc.$26.2M
Employees5
Clients0
DateMar 2018
Total AUM$128.8M
Discretionary$114.5M
Non-Disc.$14.3M
Employees5
Clients119
DateMar 2018
Total AUM$128.8M
Discretionary$114.5M
Non-Disc.$14.3M
Employees5
Clients119
DateMar 2017
Total AUM$128.8M
Discretionary$114.5M
Non-Disc.$14.3M
Employees5
Clients126
DateMar 2016
Total AUM$117.4M
Discretionary$110.3M
Non-Disc.$7.2M
Employees4
Clients138
DateMar 2015
Total AUM$113.7M
Discretionary$108.5M
Non-Disc.$5.2M
Employees4
Clients26
DateMar 2015
Total AUM$113.7M
Discretionary$108.5M
Non-Disc.$5.2M
Employees4
Clients26
DateJun 2012
Total AUM$65.4M
Discretionary$63.3M
Non-Disc.$2.1M
Employees1
Clients26
DateJun 2012
Total AUM$65.4M
Discretionary$63.3M
Non-Disc.$2.1M
Employees1
Clients26
DateJun 2012
Total AUM$65.4M
Discretionary$63.3M
Non-Disc.$2.1M
Employees1
Clients26
DateMay 2012
Total AUM$65.4M
Discretionary$63.3M
Non-Disc.$2.1M
Employees1
Clients26
DateMar 2012
Total AUM$65.4M
Discretionary$63.3M
Non-Disc.$2.1M
Employees1
Clients26
DateMar 2011
Total AUM$51.5M
Discretionary$50.5M
Non-Disc.$1M
Employees5
Clients--
DateFeb 2011
Total AUM$51.5M
Discretionary$50.5M
Non-Disc.$1M
Employees5
Clients--
DateMar 2009
Total AUM$34.5M
Discretionary$34.5M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$33.6M
Discretionary$33.6M
Non-Disc.$0
Employees5
Clients--