FAMILY OFFICE RESEARCH, LLC

BETHESDA, Maryland·2 registered advisors·CRD# 144136
SEC# 801-802280301-684-1765
01

Firm Overview

AUM
$479M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FAMILY OFFICE RESEARCH, LLC

2 registered advisors
Emily Ann Freund
BETHESDA, Maryland
Scott Matthew Freund
BETHESDA, Maryland
05

Office Locations

BETHESDA, Maryland
2 advisors

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Data sourced from SEC Form ADV filings. FAMILY OFFICE RESEARCH, LLC (CRD# 144136) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.