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The Family Firm, Inc.

Tel: 301-656-3999
8120 Woodmont Avenue
Suite 630
Bethesda, Maryland  20814

About The Family Firm, Inc.

The Family Firm, Inc. is a Bethesda, Maryland based financial advisory firm with nearly $758,801,689 in assets under management and provides investment advisory services for 994 clients. There are currently 10 financial advisors at the firm.


General Information

Firm CRD#:   105270
SEC#:   801-18765
Assets under Management:   $758,801,689
No. of Clients:   994
No. of Advisors:   10
Advisory Services Provided:   Financial Planning, Portfolio Management for Individuals
Fee Structure:   A percentage of AUM, Fixed fees

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