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FAMILY FAITH & FINANCE ASSET MANAGEMENT

CARPENTER JR., DONALD, FRANCIS

CRD 144703

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$973K

Discretionary AUM

$973K

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2025-07-10

Disciplinary history

No

Verify reputation

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals3$846K
High net worth individuals1$127K

Official SEC filing: View on IAPD