The Family FIRM Inc
Legal Name: THE FAMILY FIRM, INC.
8120 WOODMONT AVENUE, SUITE 630, BETHESDA, MD
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
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Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Aug 6, 2019
- 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