FAMILY OFFICE INVESTMENT ADVISORY LLC
Scottsdale, United States · CRD 339607
SEC-registered investment adviser since 2026 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$220.0m
- Main clients (by assets)Other advisers 100%
- Form ADV · 2026-09-18SEC adviser record
- Others nearbyScottsdale, AZ, Newport Beach, CA
As an employer
- Staff (Form ADV)3 · 3 in investment roles
- Offices in1 country
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| Scottsdale, AZ (main office)United States | about 2 |
| Newport Beach, CAUnited States | 1 |
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.