← Back to searchVisit website
FAMILY OFFICE RESEARCH, LLC
CRD 144136 · SEC 801-80228
7910 WOODMONT AVE, SUITE 1120, BETHESDA, MD, 20814, United States
Phone
301-684-1765
Fax
240-396-5761
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$648.2M
Discretionary AUM
$393.5M
Team
5 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $4.8M |
| High net worth individuals | 103 | $548.6M |
| Pension/profit sharing plans | 16 | $66.8M |
| Charitable organizations | 1 | $12.3M |
| Corporations/business entities | 1 | $15.7M |
States served
DC, MD, NC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD