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Family Office Research, LLC

Headquartered in BETHESDA, MD

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Firm Information

Family Office Research, LLC is an investment advisor based in Bethesda, Maryland. They specialize in providing financial planning, pension consulting, and portfolio management services to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, and individuals other than high-net-worth. The firm has over $479 million in regulatory assets under management.

Family Office Research, LLC

7910 WOODMONT AVE

BETHESDA, MD 20814

$479.01M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

FAMILY OFFICE RESEARCH, LLC has a total of 1 branch locations across the country.
location

BETHESDA, MD

Advisors at Family Office Research, LLC

View All 2 Advisors
Unclaimed
Sean Morehouse McElhaney

CFP®, RA

BETHESDA, MD

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Unclaimed
Scott Matthew Freund

RA

BETHESDA, MD

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Disclosures

There are no public disclosures for Family Office Research, LLC.

Frequently Asked Questions (9)

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