Family Asset Management is an SEC-registered investment manager providing financial planning and investment management services to high net worth clients, multigenerational families, corporations, and foundations. Founded in 2004, it has more than $300 million in assets under management as of Sept. 30, 2024. For more information, visit www.familyasset.us

https://familyasset.us/

Charleston, South Carolina, United States

Charleston

Family Asset Management

The firm had approximately $10 billion in client assets as of Dec. 31, 2021.

https://www.sequoia-financial.com/

Akron

Sequoia Financial Group

Sequoia Financial Group, LLC has acquired Family Asset Management (FAM), a Charleston, South Carolina-based investment advisory firm with more than $300 million in assets under management. The acquisition expands Sequoia Financial's footprint in the Southeast and provides a broader and deeper set of resources and investment offerings for FAM's clients. FAM's team, led by Andrew Barrett and Dan Russler, will join forces with Sequoia Financial to continue the legacy they've built.

Sequoia Financial Group acquires Charleston-based Family Asset Management

Sequoia Financial Group acquires Charleston-based Family Asset Management

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