FAM - Ownership and Business Overview

Financial ServicesCompany

FAM Ownership

Who owns FAM?

FAM is owned by Sequoia Financial Advisors. It was acquired on October 31, 2024.

FAM Business Overview

Where is FAM headquartered?

FAM is headquartered in Charleston, South Carolina.

What sector is FAM in?

FAM is a financial services company.

When was FAM founded?

FAM was founded in 2004.

Financial Services M&A Summary in 2024

Out of 60 sectors in the Mergr database, financial services ranked 10 in number of deals in 2024. The largest financial services acquisition in 2024 was Discover Financial Services - which was acquired by Capital One Financial for $35.3B.

Join Mergr to view all 137 acquisitions of financial services companies in 2024, including 8 acquisitions by private equity firms, and 129 by strategics.

FAM

Family Asset Management

997 Morrison Drive Suite 401,
Charleston, South Carolina 29403
United States,
www.familyasset.us

FAM provides financial planning and investment management services to high-net-worth clients, multigenerational families, corporations, and foundations. FAM was founded in 2004 and is based in Charleston, South Carolina.


Company Summary

SECTOR

Financial Services

Established

2004

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Related Lists for FAM

South Carolina Companies , Financial Services Companies , United States Companies , South Carolina Financial Services Companies , South Carolina Financial Services with Acquisitions , South Carolina Financial Services with Divestitures

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