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FAMILY OFFICE RESEARCH, LLC
Tel: 301-684-1765
7910 Woodmont Ave Suite 1120
Bethesda, Maryland 20814
FAMILY OFFICE RESEARCH, LLC
FAMILY OFFICE RESEARCH, LLC is a Bethesda, Maryland based financial advisory firm with nearly $479,014,057 in assets under management and provides investment advisory services for 103 clients. There are currently 5 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
144136
SEC#:
801-80228
No. of Clients:
103
Assets under Management
$479,014,057
No. of Advisors:
5
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