THE FAMILY FIRM, INC.
CRD #105270 SEC #801-18765 BETHESDA, MD 301-656-3999
SEC Registered
Total AUM
$757.8M
Discretionary
$755.4M
Employees
10
Clients
101
Accounts
860
Firm Details
- Organization Type
- Corporation
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FRIES, KATHERINE, BARRETT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRIES, KATHERINE, BARRETT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRIES, KATHERINE, BARRETT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRIES, KATHERINE, BARRETT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRIES, KATHERINE, BARRETT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRIES, KATHERINE, BARRETT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRIES, KATHERINE, BARRETT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRIES, KATHERINE, BARRETT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRIES, KATHERINE, BARRETT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRIES, KATHERINE, BARRETT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRIES, KATHERINE, BARRETT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRIES, KATHERINE, BARRETT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRIES, KATHERINE, BARRETT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MALGOIRE, MARY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MALGOIRE, MARY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MALGOIRE, MARY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MALGOIRE, MARY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MALGOIRE, MARY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MALGOIRE, MARY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MALGOIRE, MARY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MALGOIRE, MARY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MALGOIRE, MARY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MALGOIRE, MARY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MALGOIRE, MARY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MALGOIRE, MARY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MALGOIRE, MARY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MALGOIRE, MARY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| MALGOIRE, MARY, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| GENDELMAN, NATHAN, JOSEPH | I | PRESIDENT & DIRECTOR OF INVESTMENTS | E | Control |
| GENDELMAN, NATHAN, JOSEPH | I | PRESIDENT & DIRECTOR OF INVESTMENTS | E | Control |
| GENDELMAN, NATHAN, JOSEPH | I | PRESIDENT & DIRECTOR OF INVESTMENTS | E | Control |
| GENDELMAN, NATHAN, JOSEPH | I | PRESIDENT & DIRECTOR OF INVESTMENTS | E | Control |
| GENDELMAN, NATHAN, JOSEPH | I | PRESIDENT & DIRECTOR OF INVESTMENTS | E | Control |
| GENDELMAN, NATHAN, JOSEPH | I | PRESIDENT & DIRECTOR OF INVESTMENTS | E | Control |
| GENDELMAN, NATHAN, JOSEPH | I | PRESIDENT & DIRECTOR OF INVESTMENTS | E | Control |
| GENDELMAN, NATHAN, JOSEPH | I | PRESIDENT & DIRECTOR OF INVESTMENTS | E | Control |
| GENDELMAN, NATHAN, JOSEPH | I | PRESIDENT & DIRECTOR OF INVESTMENTS | E | Control |
| GENDELMAN, NATHAN, JOSEPH | I | PRESIDENT & DIRECTOR OF INVESTMENTS | E | Control |
| GENDELMAN, NATHAN, JOSEPH | I | PRESIDENT & DIRECTOR OF INVESTMENTS | E | Control |
| GENDELMAN, NATHAN, JOSEPH | I | PRESIDENT & DIRECTOR OF INVESTMENTS | E | Control |
| GENDELMAN, NATHAN, JOSEPH | I | PRESIDENT & DIRECTOR OF INVESTMENTS | E | Control |
| GENDELMAN, NATHAN, JOSEPH | I | PRESIDENT & DIRECTOR OF INVESTMENTS | E | Control |
| GENDELMAN, NATHAN, JOSEPH | I | PRESIDENT & DIRECTOR OF INVESTMENTS | E | Control |
| GENDELMAN, NATHAN, JOSEPH | I | PRESIDENT & DIRECTOR OF INVESTMENTS | E | Control |
| GENDELMAN, NATHAN, JOSEPH | I | PRESIDENT & DIRECTOR OF INVESTMENTS | E | Control |
| GENDELMAN, NATHAN, JOSEPH | I | PRESIDENT & DIRECTOR OF INVESTMENTS | E | Control |
| GENDELMAN, NATHAN, JOSEPH | I | PRESIDENT & DIRECTOR OF INVESTMENTS | E | Control |
| GENDELMAN, NATHAN, JOSEPH | I | PRESIDENT & DIRECTOR OF INVESTMENTS | E | Control |
| GENDELMAN, NATHAN, JOSEPH | I | PRESIDENT & DIRECTOR OF INVESTMENTS | E | Control |
| GENDELMAN, NATHAN, JOSEPH | I | PRESIDENT & DIRECTOR OF INVESTMENTS | E | Control |
| GENDELMAN, NATHAN, JOSEPH | I | PRESIDENT & DIRECTOR OF INVESTMENTS | E | Control |
| GENDELMAN, NATHAN, JOSEPH | I | PRESIDENT & DIRECTOR OF INVESTMENTS | E | Control |
| GENDELMAN, NATHAN, JOSEPH | I | PRESIDENT & DIRECTOR OF INVESTMENTS | E | Control |
| GENDELMAN, NATHAN, JOSEPH | I | PRESIDENT & DIRECTOR OF INVESTMENTS | E | Control |
| GENDELMAN, NATHAN, JOSEPH | I | PRESIDENT & DIRECTOR OF INVESTMENTS | E | Control |
| GENDELMAN, NATHAN, JOSEPH | I | PRESIDENT & DIRECTOR OF INVESTMENTS | E | Control |
| GENDELMAN, NATHAN, JOSEPH | I | PRESIDENT & DIRECTOR OF INVESTMENTS | E | Control |
| GENDELMAN, NATHAN, JOSEPH | I | PRESIDENT & DIRECTOR OF INVESTMENTS | E | Control |
| MALGOIRE, MARY, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MALGOIRE, MARY, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MALGOIRE, MARY, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MALGOIRE, MARY, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MALGOIRE, MARY, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MALGOIRE, MARY, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| MALGOIRE, MARY, ANN | I | PRESIDENT | E | Control |
| MALGOIRE, MARY, ANN | I | PRESIDENT | E | Control |
| MALGOIRE, MARY, ANN | I | PRESIDENT | E | Control |
| MALGOIRE, MARY, ANN | I | PRESIDENT | E | Control |
| BAKRI, STACY, KELLY | I | PRESIDENT/FINANCIAL ADVISOR | D | Control |
| FRIES, KATHERINE, BARRETT | I | CHIEF COMPLIANCE OFFICER, FINANCIAL ADVISOR, & VICE PRESIDENT | D | Control |
| GENDELMAN, NATHAN, JOSEPH | I | PRESIDENT & DIRECTOR OF INVESTMENTS | D | Control |
| GENDELMAN, NATHAN, JOSEPH | I | PRESIDENT & DIRECTOR OF INVESTMENTS | D | Control |
| MALGOIRE, MARY, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| MALGOIRE, MARY, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| MALGOIRE, MARY, ANN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| BAKRI, STACY, KELLY | I | FINANCIAL ADVISOR, VICE PRESIDENT | C | Control |
| BAKRI, STACY, KELLY | I | PRESIDENT/FINANCIAL ADVISOR | C | Control |
| BAKRI, STACY, KELLY | I | PRESIDENT/FINANCIAL ADVISOR | C | Control |
| BAKRI, STACY, KELLY | I | PRESIDENT/FINANCIAL ADVISOR | C | Control |
| BAKRI, STACY, KELLY | I | PRESIDENT/FINANCIAL ADVISOR | C | Control |
| BAKRI, STACY, KELLY | I | PRESIDENT/FINANCIAL ADVISOR | C | Control |
| FRIES, KATHERINE, BARRETT | I | CHIEF COMPLIANCE OFFICER, FINANCIAL ADVISOR, & VICE PRESIDENT | C | Control |
| FRIES, KATHERINE, BARRETT | I | CHIEF COMPLIANCE OFFICER, FINANCIAL ADVISOR, & VICE PRESIDENT | C | Control |
| FRIES, KATHERINE, BARRETT | I | CHIEF COMPLIANCE OFFICER, FINANCIAL ADVISOR, & VICE PRESIDENT | C | Control |
| FRIES, KATHERINE, BARRETT | I | CHIEF COMPLIANCE OFFICER, FINANCIAL ADVISOR, & VICE PRESIDENT | C | Control |
| FRIES, KATHERINE, BARRETT | I | CHIEF COMPLIANCE OFFICER, FINANCIAL ADVISOR, & VICE PRESIDENT | C | Control |
| FRIES, KATHERINE, BARRETT | I | CHIEF COMPLIANCE OFFICER, FINANCIAL ADVISOR, & VICE PRESIDENT | C | Control |
| GENDELMAN, NATHAN, JOSEPH | I | DIRECTOR OF INVESTMENTS | C | Control |
| GENDELMAN, NATHAN, JOSEPH | I | DIRECTOR OF INVESTMENTS | C | Control |
| GENDELMAN, NATHAN, JOSEPH | I | DIRECTOR OF INVESTMENTS | C | Control |
| GENDELMAN, NATHAN, JOSEPH | I | PRESIDENT & DIRECTOR OF INVESTMENTS | C | Control |
| GENDELMAN, NATHAN, JOSEPH | I | VICE PRESIDENT/DIRECTOR OF INVESTMENTS | C | Control |
| GENDELMAN, NATHAN, JOSEPH | I | VICE PRESIDENT/DIRECTOR OF INVESTMENTS | C | Control |
| GENDELMAN, NATHAN, JOSEPH | I | VICE PRESIDENT/DIRECTOR OF INVESTMENTS | C | Control |
| BAKRI, STACY, KELLY | I | FINANCIAL ADVISOR, VICE PRESIDENT | B | Control |
| BAKRI, STACY, KELLY | I | FINANCIAL ADVISOR, VICE PRESIDENT | B | Control |
| BAKRI, STACY, KELLY | I | FINANCIAL ADVISOR, VICE PRESIDENT | B | Control |
| BAKRI, STACY, KELLY | I | FINANCIAL ADVISOR, VICE PRESIDENT | B | Control |
| FRIES, KATHERINE, BARRETT | I | CHIEF COMPLIANCE OFFICER, FINANCIAL ADVISOR, & VICE PRESIDENT | B | Control |
| FRIES, KATHERINE, BARRETT | I | CHIEF COMPLIANCE OFFICER, FINANCIAL ADVISOR, & VICE PRESIDENT | B | Control |
| FRIES, KATHERINE, BARRETT | I | CHIEF COMPLIANCE OFFICER, FINANCIAL ADVISOR, & VICE PRESIDENT | B | Control |
| FRIES, KATHERINE, BARRETT | I | CHIEF COMPLIANCE OFFICER, FINANCIAL ADVISOR, & VICE PRESIDENT | B | Control |
| GENDELMAN, NATHAN, JOSEPH | I | DIRECTOR OF INVESTMENTS | B | |
| GENDELMAN, NATHAN, JOSEPH | I | DIRECTOR OF INVESTMENTS | B | |
| GENDELMAN, NATHAN, JOSEPH | I | VICE PRESIDENT/DIRECTOR OF INVESTMENTS | B | Control |
| GENDELMAN, NATHAN, JOSEPH | I | VICE PRESIDENT/DIRECTOR OF INVESTMENTS | B | Control |
Registrations
Federal
IA
Mar 24, 2025 REGISTERED
Notice Filings (10)
CA CO DC FL MD NC NY TX VA VT
Address
4800 HAMPDEN LNSUITE 520
BETHESDA, MD 20814
United States
Phone: 301-656-3999