Family Office Research, LLC (Bethesda)

Name: Family Office Research, LLC
Address: 7910 Woodmont Ave, Bethesda, MD, 20814
Telephone: 301-684-1765

Family Office Research, LLC is a large advisory firm based in Bethesda. It manages $314 million of regulatory assets for 62 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of District of Columbia, Florida, Maryland, and Virginia.

Family Office Research provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Family Office Research: assets under management

The assets under management (AUM) of Family Office Research, LLC is $314 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $48 million in discretionary accounts and $266 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.69 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.43 million.

Family Office Research has custody of $109.5 million in cash and securities for 53 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in investment and business development companies the most. They account for 67% of the total AUM. The second-largest asset type is non-exchange traded securities, which make up 10% of the firm’s portfolio. Investments in exchange traded securities form 10% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Family Office Research, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Family Office Research serves?

The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Family Office Research is high net worth individuals with 24 clients and $266.7 million of assets under management. Among the 8 most similar advisory firms, Family Office Research has the 3rd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $314 million for 62 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Family Office Research doesn't advise any private funds.

Careers at Family Office Research, LLC

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Scott Matthew Freund	Managing member & chief compliance officer	1 Jan 2010	75% - 100%	2565524
Emily Ann Freund	Managing member	1 Feb 2013	Other	2671258

Based in Bethesda

The principal office where Family Office Research, LLC performs its advisory services is located at 7910 Woodmont Ave, Bethesda, MD 20814, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 301-684-1765 or by fax 240-396-5761. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at familyofficeresearch.com.