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Building 2FAMILY OFFICE RESEARCH, LLC

Map pinBETHESDA, MD
Phone301-684-1765
NotebookSEC #801-80228
Total AUM
$648.2M
Employees
5
Clients
133

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7910 WOODMONT AVE
SUITE 1120
BETHESDA
MD 20814
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
301-684-1765

ReceiptFinancials

Total AUM
$648.2M
Accounts
136
Discretionary
$393.5M
Accounts
106
Non-Discretionary
$254.7M
Accounts
30

ContactClients

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Individual Clients
12
AUM
$4.8M
HNW Individual Clients
103
AUM
$548.6M
Pension/Profit Sharing Plan Clients
16
AUM
$66.8M
Charitable Organization Clients
1
AUM
$12.3M
Corporation or Business Clients
1
AUM
$15.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
DCFLMDNCTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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