Family Financial Solutions Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Durango, CO. Its latest Form ADV filing, dated March 10, 2026, reports $501M in regulatory assets under management, 1 employee, and 20 accounts.
Assets Under Management
$501M
Employees
1
Offices
--
Total Clients
20
Primary office
DURANGO, CO
270 EAST COLLEGE DRIVE, SUITE 100, DURANGO, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 80.0% of total clients.
Top client categories% of clientsClients
1
HNWI
80.0%
16
2
Corporations
20.0%
4
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$501Mas of March 10, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$501M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$501M
Total Accounts20
10Y AUM Change+$325M (+184.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee20:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.