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The Family Firm, Inc.

CRD 105270SEC# 801-18765Bethesda, MD
Export (members)
No longer SEC-registered. The Family Firm, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$757.8M
Employees
10
Accounts
860
Location
Bethesda, MD

The Family Firm, Inc. assets under management

The Family Firm, Inc. operates as an SEC-registered investment adviser based in Bethesda, MD. It reports $757.8 million in regulatory assets under management and employs 10 people.
View on SEC.gov ↗

The Family Firm, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Katherine Barrett Fries ControlChief Compliance Officer, Financial Advisor, & Vice President50-75%2017
Stacy Kelly Bakri ControlPresident/Financial Advisor50-75%2023

Frequently asked questions

How much does The Family Firm, Inc. manage?

The Family Firm, Inc. reports $757.8 million in regulatory assets under management on its Form ADV.

How many employees does The Family Firm, Inc. have?

The Family Firm, Inc. reports 10 employees.

Where is The Family Firm, Inc. located?

The Family Firm, Inc. is based in Bethesda, MD.

Does The Family Firm, Inc. disclose fund performance?

The Family Firm, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4800 Hampden Ln, Suite 520, Bethesda, MD 20814
Office hours9 a.m. To 5 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$755.4M
Non-discretionary$2.3M
Total (RAUM)$757.8M