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).
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Total Assets Under Management705MILLION
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Total Number of Accounts918ACCOUNTS
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Average Account Value$767,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, DC, FL, MD, NY, TX, VA
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.
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.
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.
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.
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.
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.