The Family FIRM Inc
Legal Name: THE FAMILY FIRM, INC.
Full Contact Details
Other Info
The Family FIRM Inc is legally known as THE FAMILY FIRM, INC.. It is a MD Corporation. This firm has 10 employees, of which 6 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Apr 11, 1983.

Direct Owners
-
KATHERINE BARRETT FRIES
CHIEF COMPLIANCE OFFICER owns less than 5%
-
NATHAN JOSEPH GENDELMAN
PRESIDENT & DIRECTOR OF INVESTMENTS owns 75% or more
Firms Located Nearby
- Microvest Capital Management LLC
- Hillman Capital Management Inc
- Pennington Partners & Co LLC
- The Ithaka Group LLC
- Edgemoor Investment Advisors Inc
- ASB Capital Management LLC
- Trumbower Financial Advisors LLC
- Midcap Financial Services Capital Management LLC
- Westbourne Investment Advisors Inc
- Abrams Bison Investments LLC
Top Holdings
- ISHARES TR $43,617k
- VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $21,767k
- VANGUARD BD INDEX FD INC TOTAL BND MRKT $20,336k
- ISHARES $9,728k
- ISHARES TR CORE S&P500 ETF $9,467k
- ISHARES TR $9,079k
- ISHARES NORTH AMERICAN NATURAL RESOURCES $8,501k
- SCHWAB STRATEGIC TR $7,694k
- ISHARES TR CORE US AGGBD ET $6,623k
- VANECK VECTORS ETF TR $5,999k