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Director of Operations · Family Financial

Kelsey M. Ross

CRD 8019622 · Named on Form ADV at one SEC-registered adviser

At a glance

Family Financial, an SEC-registered wealth manager based in Manhattan Beach, CA with $280 million in regulatory assets, lists Kelsey M. Ross on its Form ADV as Director of Operations, a control person.

Firms and roles

  • Family FinancialDirector of OperationsWealth manager · Manhattan Beach, CA · $280M in regulatory assets

AtlasMembers

Kelsey’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Tammy A. TrentaFounder, Chief Executive Officer and Chief Compliance Officer, Family Financial

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kelsey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.