The Family Firm, Inc.

The Family Firm, Inc. (CRD# 105270) is a financial advisory firm headquartered in Bethesda, MD. They manage $469,186,258 in 1,528 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    469
    MILLION
  • Total Number of Accounts
    1,528
    ACCOUNTS
  • Average Account Value
    $307,059
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
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, NC, VA

Financial Advisors at The Family Firm, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Stacy K. Bakri
CRD#: 4179467
8120 Woodmont Avenue, Suite 630, Bethesda, MD 20814
96
Wealthminder
score

Stacy Bakri (CRD# 4179467) is an Investment Advisor Representative working at The Family Firm, Inc. in Bethesda, MD and has over 17 years of experience in the finance industry. Stacy Bakri 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.

2
Donald P. Lord
CRD#: 2953089
8120 Woodmont Ave, Ste 630, Bethesda, MD 20814
96
Wealthminder
score

Donald Lord (CRD# 2953089) is an Investment Advisor Representative working at The Family Firm, Inc. in Bethesda, MD and has over 19 years of experience in the finance industry. Donald Lord 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.

3
Nathan J. Gendelman
CRD#: 4579975
8120 Woodmont Avenue, Suite 630, Bethesda, MD 20814
93
Wealthminder
score

Nathan Gendelman (CRD# 4579975) is an Investment Advisor Representative working at The Family Firm, Inc. in Bethesda, MD and has over 15 years of experience in the finance industry.

4
Katherine B. Fries
CRD#: 4903342
8120 Woodmont Avenue #630, Bethesda, MD 20814
90
Wealthminder
score

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.

5
Charles A. Moore
CRD#: 6162361
8120 Woodmont Avenue, Suite 630, Bethesda, MD 20814
90
Wealthminder
score

Charles Moore (CRD# 6162361) is an Investment Advisor Representative working at The Family Firm, Inc. in Bethesda, MD and has 1 year of experience in the finance industry. Charles Moore 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.

6
Stephen P. Daly
CRD#: 6402970
8120 Woodmont Avenue, Suite 630, Bethesda, MD 20814
88
Wealthminder
score

Stephen Daly (CRD# 6402970) is an Investment Advisor Representative working at The Family Firm, Inc. in Bethesda, MD and has over 2 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.