# THE FAMILY FIRM, INC.

THE FAMILY FIRM, INC. of BETHESDA, MD is an SEC-registered investment adviser.

## Registration

- CRD: 105270
- Type: SEC-registered investment adviser
- SEC file number: 801-18765
- Location: 4800 HAMPDEN LN, SUITE 520, BETHESDA, MD, 20814
- Phone: 301-656-3999
- Latest filing: 2025-03-24
- Regulatory AUM: $757.8M
- Discretionary AUM: $755.4M
- Non-discretionary AUM: $2.3M
- Clients: 10
- Accounts: 860

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Katherine Barrett Fries | CHIEF COMPLIANCE OFFICER, FINANCIAL ADVISOR, & VICE PRESIDENT | — |
| Stacy Kelly Bakri | PRESIDENT/FINANCIAL ADVISOR | — |
| MALGOIRE MARY ANN | CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| GENDELMAN NATHAN JOSEPH | DIRECTOR OF INVESTMENTS; PRESIDENT & DIRECTOR OF INVESTMENTS; VICE PRESIDENT/DIRECTOR OF INVESTMENTS | — |
| FRIES KATHERINE BARRETT | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, FINANCIAL ADVISOR, & VICE PRESIDENT | — |
| BAKRI STACY KELLY | FINANCIAL ADVISOR, VICE PRESIDENT; PRESIDENT/FINANCIAL ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105270/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105270/similar
- Related entities: https://search.stillhousedata.com/firm/105270/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105270

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.