RIA IntelAdvisersMassachusettsSTRENGTHENING FAMILIES & COMMUNITIES, LLC

STRENGTHENING FAMILIES & COMMUNITIES, LLC

Advisory

N·BOSTON, MA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM
$610M
1-Year AUM Growth
+35.1%
3-Year CAGR
+32.4%
Employees
9
Assets Under Management
Total AUM$610M
Discretionary AUM$594M
Non-Discretionary AUM$16M
Discretionary %97.3%
Total Clients565
Team
Total Employees9
Investment Advisers11
Employee Growth (1Y)-16.7%
Filing History
Total Filings on Record29
First FilingNov 12, 2019
Latest FilingMar 23, 2026
🔒 Full AUM trend chart and 29 historical filings spanning 7+ years
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Registration
Status
Registration Date
SEC RegisteredYes
Exempt ReportingNo
Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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