The Family Firm, Inc.

The Family Firm, Inc. (CRD# 105270) is a financial advisory firm headquartered in Bethesda, MD. They manage $645,857,365 in 991 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    646
    MILLION
  • Total Number of Accounts
    991
    ACCOUNTS
  • Average Account Value
    $651,723
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.

CA, CO, DC, FL, MD, TX, 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

Stacy Bakri (CRD# 4179467) 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. 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
Stephen P. Daly
CRD#: 6402970
8120 Woodmont Avenue, Suite 630, Bethesda, MD 20814

Stephen Daly (CRD# 6402970) is an Investment Advisor Representative working at The Family Firm, Inc. in Bethesda, MD and has over 8 years of experience in the finance industry. Stephen Daly 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
Katherine B. Fries
CRD#: 4903342
8120 Woodmont Avenue #630, 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. 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.

4
Nathan J. Gendelman
CRD#: 4579975
8120 Woodmont Avenue, Suite 630, Bethesda, MD 20814

Nathan Gendelman (CRD# 4579975) is an Investment Advisor Representative working at The Family Firm, Inc. in Bethesda, MD and has over 21 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 25 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.

6
Charles A. Moore
CRD#: 6162361
8120 Woodmont Avenue, Suite 630, 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. 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.

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