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Family Financial Group

● SEC registered since 2026CRD 152609SEC# 801-135491West Monroe, LA
Export (members)
Reg. AUM
$133M
Employees
5
Accounts
713
Location
West Monroe, LA

Family Financial Group assets under management

Family Financial Group is an investment advisory firm registered with the SEC based in West Monroe, LA. The firm has been registered since 2026. It reports $133 million in regulatory assets under management and employs 5 people.

Family Financial Group owners & executives

1 reported
NameTitleOwnershipSince
Kenneth Lee Fletcher ControlPresident - CcoOver 75%1997

Frequently asked questions

How much does Family Financial Group manage?

Family Financial Group reports $133 million in regulatory assets under management on its Form ADV.

How many employees does Family Financial Group have?

Family Financial Group reports 5 employees.

Where is Family Financial Group located?

Family Financial Group is based in West Monroe, LA and has been SEC-registered since 2026.

Does Family Financial Group disclose fund performance?

Family Financial Group is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3800 Cypress St, West Monroe, LA 71291
Phone318-387-8918
Fax318-383-6670
Office hours8-4
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$133M
Non-discretionary$0
Total (RAUM)$133M