THE FAMILY FIRM, INC. of BETHESDA, MD is an SEC-registered investment adviser (CRD 105270). Regulatory assets under management: $757.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| 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 | — |