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Family Investment Planning
FAMILY INVESTMENT PLANNING, LLC is an SEC-registered investment adviser in ELM GROVE, WI. The firm manages approximately $10 million in regulatory assets.
Family Investment Planning
FAMILY INVESTMENT PLANNING, LLC is an SEC-registered investment adviser in ELM GROVE, WI. The firm manages approximately $10 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Elm Grove
Corporate office
Reading, PA, United States
Principals
John A. Quattrocchi
Founder & President
Sector focus
Frequently asked questions
Who runs investment decisions at Family Investment Planning?
John A. Quattrocchi, as Founder and President, holds ultimate authority over the firm's investment platform and compliance framework. Individual investment decisions for client accounts are typically made by the independent advisor representatives operating out of the 70+ branch offices, who tailor portfolios using the firm's approved menu of third-party funds and strategies.
Is Family Investment Planning a single family office or does it serve multiple families?
It is a multi-family office serving numerous client households. The firm's regulatory structure as an RIA and the size of its branch network — over 70 offices — confirm it is designed to serve a broad base of mass-affluent and high-net-worth clients, not a single family's capital.
Does the firm participate in direct private investments or fund commitments?
No. Family Investment Planning's public disclosures and regulatory filings indicate a retail-wealth practice built on mutual funds, ETFs, annuities, and third-party separately managed accounts. There is no evidence of a dedicated program for direct private-company investing, venture capital, or institutional private equity fund commitments.
What is the relationship between the headquarters and the branch offices?
The Reading headquarters provides centralized compliance oversight, investment platform management, and back-office support to a network of independent contractor advisors. Each advisor operates their own practice, typically as a registered representative and investment advisor representative under Family Investment Planning's umbrella registrations, creating a hub-and-spoke model with significant advisor autonomy.
Where does Family Investment Planning concentrate its client base?
The firm's branch-office map, disclosed in SEC filings, concentrates heavily in Pennsylvania, with additional presences in New Jersey, Maryland, and Delaware. The client base reflects this Mid-Atlantic geography, though individual advisors may serve clients in other states through the firm's multi-state registrations.
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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