Family Financial Architects, Inc. (Natick)

Name: Family Financial Architects, Inc.
Address: 214 North Main St, Natick, MA, 01760
Telephone: 508-655-0210

Family Financial Architects, Inc. is a large advisory firm based in Natick. It manages $113.86 million of regulatory assets for 534 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Florida, Massachusetts, and Texas.

Family Financial Architects provides financial planning services, portfolio management for individuals and small businesses, and market timing services. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Family Financial Architects: assets under management

The assets under management (AUM) of Family Financial Architects, Inc. is $113.86 million. The firm's AUM has grown by 226% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $112.48 million in discretionary accounts and $1.38 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $211.04 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.38 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Family Financial Architects, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Family Financial Architects, Inc.

Roy Leonard Komack has been acting as President since 1 Jan 1989. Andrew Chan joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Roy Leonard Komack	President	1 Jan 1989	75% - 100%	2649522
Cheryl Ann Costa	Shareholder	1 Dec 2006	Other	5030307
Andrew Chan	Chief compliance officer	1 Jan 2007	Other	4693414
Roy Leonard Komack	Chief compliance officer	1 May 2008	75% - 100%	2649522

Based in Natick

The principal office where Family Financial Architects, Inc. performs its advisory services is located at 214 North Main St, Natick, MA 01760, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 508-655-0210 or by fax 508-655-0210. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at famfin.biz.