Family Office Research, LLC

Family Office Research, LLC (CRD# 144136) is a financial advisory firm headquartered in , . They manage $221,704,221 in 53 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    222
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $4,183,099
Compensation Options
  • A percentage of assets under your management
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, MD, VA

Financial Advisors at Family Office Research, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Scott M. Freund
CRD#: 2565524
Bethesda, MD
93
Wealthminder
score

Scott Freund (CRD# 2565524) is an Investment Advisor Representative working at Family Office Research, LLC in Bethesda, MD and has over 21 years of experience in the finance industry.

2
Donald A. Gresh
CRD#: 6353581
Bethesda, MD
88
Wealthminder
score

Donald Gresh (CRD# 6353581) is an Investment Advisor Representative working at Family Office Research, LLC in Bethesda, MD and has 1 year of experience in the finance industry.

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