Katherine Fries, financial advisor Bethesda MD

Katherine Fries

CRD Number: 4903342
Current Firm: The Family Firm, Inc.

Katherine Fries (CRD# 4903342) is an Investment Advisor Representative working at The Family Firm, Inc. in Bethesda, MD and has 1 year of experience in the finance industry. Katherine Fries has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
The Family Firm Bethesda, MD Aug 2019 - Current 4
The Family Firm Bethesda, MD Jan 2017 - Current 7
The Family Firm Bethesda, MD Jan 2005 - Dec 2022 17

Katherine Fries has no recent exams reported.
Contact Info for Katherine B. Fries
Phone Number: 301-656-3999
Registered State(s):
  • CA
  • MD
By the Numbers
  • Total Assets Under Management
    705
    MILLIONS
  • Total Number of Accounts
    918
    ACCOUNTS
  • Average Account Value
    $767,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, CO, DC, FL, MD, NY, TX, VA

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