The Family Firm, Inc.

The Family Firm, Inc. (CRD# 105270) is a financial advisory firm headquartered in Bethesda, MD. They manage $704,865,000 in 918 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    705
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at The Family Firm, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Stacy K. Bakri
CRD#: 4179467
4800 Hampden Ln, Suite 520, Bethesda, MD 20814

Stacy Bakri (CRD# 4179467) is an Investment Advisor Representative working at The Family Firm, Inc. in Bethesda, MD and has over 23 years of experience in the finance industry.

2
Stephen P. Daly
CRD#: 6402970
4800 Hampden Ln, Suite 520, Bethesda, MD 20814

Stephen Daly (CRD# 6402970) is an Investment Advisor Representative working at The Family Firm, Inc. in Bethesda, MD and has over 9 years of experience in the finance industry.

3
Katherine B. Fries
CRD#: 4903342
4800 Hampden Ln, Suite 520, Bethesda, MD 20814

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.

4
Nathan J. Gendelman
CRD#: 4579975
4800 Hampden Ln, Suite 520, Bethesda, MD 20814

Nathan Gendelman (CRD# 4579975) is an Investment Advisor Representative working at The Family Firm, Inc. in Bethesda, MD and has over 22 years of experience in the finance industry.

5
Donald P. Lord
CRD#: 2953089
8120 Woodmont Ave, Ste 630, Bethesda, MD 20814

Donald Lord (CRD# 2953089) is an Investment Advisor Representative working at The Family Firm, Inc. in Bethesda, MD and has over 26 years of experience in the finance industry.

6
Charles A. Moore
CRD#: 6162361
4800 Hampden Ln, Suite 520, Bethesda, MD 20814

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.

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