PPrivate Fund Data Log in Join · $37/mo

Katherine Barrett Fries

Chief Compliance Officer, Financial Advisor, & Vice PresidentThe Family Firm, Inc.CRD 4903342

About Katherine Barrett Fries

Katherine Barrett Fries is listed as Chief Compliance Officer, Financial Advisor, & Vice President at The Family Firm, Inc. in Bethesda, MD. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of The Family Firm, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Katherine Barrett Fries work?

Katherine Barrett Fries is listed as Chief Compliance Officer, Financial Advisor, & Vice President at The Family Firm, Inc. on SEC Form ADV.

How much of The Family Firm, Inc. does Katherine Barrett Fries own?

Form ADV reports a beneficial ownership band of 50-75%.

The Family Firm, Inc.

TitleChief Compliance Officer, Financial Advisor, & Vice President
Ownership50-75%
Control personYes
Since2017
View The Family Firm, Inc. →