Unclaimed Profile

Emily Ann Freund

FAMILY OFFICE RESEARCH, LLC·BETHESDA, Maryland

Clean recordFAMILY OFFICE RESEARCH, LLC

7910 WOODMONT AVE, BETHESDA, MD 20814CRD# 2671258Firm CRD# 144136

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Emily Ann Freund · BETHESDA, MD

Registration

CRD #2671258 · FAMILY OFFICE RESEARCH, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Emily Ann Freund is a registered financial advisor based in BETHESDA, Maryland, affiliated with FAMILY OFFICE RESEARCH, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FAMILY OFFICE RESEARCH, LLC

AUM

$479M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FAMILY OFFICE RESEARCH, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2671258

Firm CRD# 144136

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Emily Ann Freund offer?

Emily Ann Freund specializes in Financial Planning, Investment Management. Contact their office in BETHESDA, Maryland for a consultation.

What are Emily Ann Freund's credentials?

Emily Ann Freund is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Emily Ann Freund located?

Emily Ann Freund is based in BETHESDA, Maryland, working with FAMILY OFFICE RESEARCH, LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.

How does Emily Ann Freund charge for services?

Emily Ann Freund's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FAMILY OFFICE RESEARCH, LLC?

FAMILY OFFICE RESEARCH, LLC has approximately 5 employees and manages $479M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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