FAMILY OFFICE RESEARCH, LLC
SEC Form ADV profile.
Total regulatory AUM
$648,208,835
Discretionary
$393,530,481
Non-discretionary
$254,678,354
Firm details
- CRD number
- 144136
- SEC file number
- 801-80228
- Main office
- BETHESDA, MD, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.