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YOUR FAMILY MATTERS, LLP
CRD 330168
1655 WYNNE ROAD, SUITE 103, CORDOVA, TN, 38016, United States
Phone
901-563-7999
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$12.8M
Discretionary AUM
$12.8M
Team
3 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Partnership
Filing date
2026-06-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 81 | $9.3M |
| High net worth individuals | 3 | $3.4M |
| Charitable organizations | 1 | $76K |
All web addresses on file
Official SEC filing: View on IAPD