The Family FIRM Inc
Legal Name: THE FAMILY FIRM, INC.
Full Contact Details
The Family FIRM Inc
8120 WOODMONT AVENUE, SUITE 630, BETHESDA, MD
301-656-3999
301-656-0935
Other Info
The Family FIRM Inc, legally referred to as THE FAMILY FIRM, INC., is an advisory corporation located in Maryland with ten employees. Six of these workers are in advisory roles. Although the number of clients they serve remains unknown, the SEC has approved the firm, granting it registration on April 11, 1983.
Financial Planning Bethesda, MD — The Family Firm Inc.
The Family Firm is an independent fee-only personal financial advisory firm headquartered in Bethesda, MD.
Direct Owners
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KATHERINE BARRETT FRIES
CHIEF COMPLIANCE OFFICER owns less than 5%
-
NATHAN JOSEPH GENDELMAN
PRESIDENT & DIRECTOR OF INVESTMENTS owns 75% or more
Firms Located Nearby
News
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