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Family Financial Services, LLC
FAMILY FINANCIAL SERVICES, LLC is a state-registered investment adviser with $98 million in regulatory assets under management. The firm has 1 employee and 1...
Family Financial Services, LLC
FAMILY FINANCIAL SERVICES, LLC is a state-registered investment adviser with $98 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
Multi Family Office
Year founded
2005
Location
Region
North America
Country
United States
City
Birmingham
Corporate office
Birmingham, AL, United States
Principals
John S. Waggoner
Founder & CEO
Sector focus
Frequently asked questions
How does Family Financial Services source proprietary deal flow?
The firm sources deals through its network of CPAs, attorneys, and family-office relationships built over nearly two decades in the Southeastern US. FFS does not operate a public deal-sourcing platform or proprietary search fund.
What investment stages does Family Financial Services typically target?
The firm focuses on direct real estate equity, private credit placements, and hedge fund allocations. It targets income-producing real estate (single-tenant net-lease properties) and middle-market private debt. It does not appear to target early-stage venture capital.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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