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Scott Matthew Freund

FAMILY OFFICE RESEARCH, LLC·BETHESDA, Maryland
Clean recordFAMILY OFFICE RESEARCH, LLC
7910 WOODMONT AVE, BETHESDA, MD 20814CRD# 2565524Firm CRD# 144136

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott Matthew Freund · BETHESDA, MD
Registration
CRD #2565524 · FAMILY OFFICE RESEARCH, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Scott Matthew 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FAMILY OFFICE RESEARCH, LLC
FAMILY OFFICE RESEARCH, LLC
AUM
$479M
Regulatory assets under management
Employees
5
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2565524
Firm CRD# 144136
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Scott Matthew Freund offer?
Scott Matthew Freund specializes in Financial Planning, Investment Management. Contact their office in BETHESDA, Maryland for a consultation.
What are Scott Matthew Freund's credentials?
Scott Matthew Freund is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott Matthew Freund located?
Scott Matthew 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 Scott Matthew Freund charge for services?
Scott Matthew 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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Other Advisors at FAMILY OFFICE RESEARCH, LLC

Emily Ann Freund
BETHESDA, MD

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Research
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