FAMILY OFFICE INVESTMENT ADVISORY LLC

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
3
Advisory reps
1

Firm details

Headquarters
Scottsdale, Arizona
CRD number
339607
Registered since
April 13, 2026
Fee structure
Percentage of AUM
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Family Office Investment Advisory LLC is organized as a limited liability company and is identified as a newly formed registered adviser, with SEC registration listed for 2026. The firm’s stated advisory focus is portfolio management for businesses or institutions, and its fee model is based on a percentage of assets under management. Ownership is listed as a combination of a domestic entity and an individual. The firm is not classified under a specific advisor category in the source data. The firm is not flagged as a capital allocator, is not an active ESG investor, and does not operate as a pension consultant. It is not reported to be a multi-state adviser. Industry affiliation is listed generically as “Other Investment Adviser,” which aligns with its emphasis on institutional portfolio management rather than retail wealth management.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • TIMOTHY VOORHEES

    PartnerCRD 856280

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Scottsdale, AZ

MARICOPA

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
6991 E Camelback Rd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth