Family Office Research, LLC

Family Office Research, LLC (CRD# 144136) is a financial advisory firm headquartered in Bethesda, MD. They manage $479,014,057 in 103 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
7910 Woodmont Ave, Suite 1120, Bethesda, MD 20814
http://www.familyofficeresearch.com
By the Numbers
  • Total Assets Under Management
    479
    MILLION
  • Total Number of Accounts
    103
    ACCOUNTS
  • Average Account Value
    $4,650,622
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DC, FL, MD, NJ, TX, VA

Financial Advisors at Family Office Research, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Scott Freund, financial advisor Bethesda MD
Scott M. Freund
CRD#: 2565524
7910 Woodmont Ave, Suite 1120, Bethesda, MD 20814

Scott Freund (CRD# 2565524) is an Investment Advisor Representative working at Family Office Research, LLC in Bethesda, MD and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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