Falists
← Back to search

FAMILY INVESTMENT CENTER

FAMILY INVESTMENT CENTER, INC.

CRD 113799 · SEC 801-63744

Visit website

3805 BECK ROAD, SAINT JOSEPH, MO, 64506, United States

Phone

816-233-4100

Fax

816-233-3533

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$689.3M

Discretionary AUM

$675.4M

Team

20 total employees; 12 advisory reps; 60 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-01-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicalsEducational seminars

Client types

TypeClientsAUM
Individuals608$150.8M
High net worth individuals265$499.7M
Pension/profit sharing plans6$11.0M
Charitable organizations4$19.9M
Corporations/business entities11$7.9M

States served

AL, AZ, CA, CO, GA, IN, IA, KS, LA, NE, NC, UT, VA, WI, MO, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD