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    The Family Firm, Inc.

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    Description

    • The Family Firm is an independent, fee-only financial advisory firm that focuses on lifetime asset protection through the development and implementation of customized financial management strategies. Our hallmarks include a low advisor-to-client ratio and our personal knowledge of each clients values, challenges and goals for long-term financial security. The Family Firm does not sell financial products or receive commissions from institutions or investments allowing us to provide expert advice that is free from conflicts of interest. The result: Unbiased insight, effective long-term strategies and client peace of mind.
    • location

      Headquarters:8120 Woodmont Avenue Suite 630, Bethesda, Maryland, United States

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    • The Family Firm, Inc. phone

      Phone Number: +1 301-656-3999

    • The Family Firm, Inc. website

      Website: https://www.familyfirm.com

    • The Family Firm, Inc. employees

      Employees:19

    • The Family Firm, Inc. revenue

      Revenue:$1 - 10M

    • The Family Firm, Inc. legal name

      Legal Name:The Family Firm, Inc.

    • The Family Firm, Inc.'s Social Media

      The Family Firm, Inc. linkedin The Family Firm, Inc. facebook The Family Firm, Inc. twitter
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    Chief Compliance Officer for The Family Firm, Inc.

    Kate Fries

    Chief Compliance Officer

    Person level website visitor identification

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    View Employees

    Kate Fries

    Chief Compliance Officer

    Nathan Gendelman

    President And Director Of Investments

    Marie Amel

    Marketing Director

    Giovani Dedra

    Store Manager

    Frequently Asked Questions regarding The Family Firm, Inc.

    • Where are The Family Firm, Inc.'s Headquarters?

      The Family Firm, Inc.'s Headquarters are in 8120 Woodmont Avenue Suite 630,Bethesda,Maryland,United States

    • What is The Family Firm, Inc.'s phone number?

      The Family Firm, Inc.'s phone number is +1 301-656-3999

    • What is The Family Firm, Inc.'s official website?

      The Family Firm, Inc.'s official website is https://www.familyfirm.com

    • What is The Family Firm, Inc.'s Revenue?

      The Family Firm, Inc.'s revenue is $1 - 10M

    • What is The Family Firm, Inc.'s NAICS code?

      The Family Firm, Inc.'s NAICS code is 523930

    • How many employees are working in The Family Firm, Inc.

      The Family Firm, Inc. has 19 employees

    • What is The Family Firm, Inc.'s Industry?

      The Family Firm, Inc. is in the industry of Financial Services

    • Who is The Family Firm, Inc.'s Chief Compliance Officer?

      The Family Firm, Inc.'s Chief Compliance Officer is Kate Fries

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