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Nathan Joseph Gendelman

THE Family Firm, Inc.

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About Nathan Joseph Gendelman

Nathan Gendelman is an Investment Advisor Representative with The Family Firm, Inc.. Nathan's background includes experience in the financial services industry. Nathan's areas of specialization include Financial Planning and Portfolio Management for Individuals.

Firm Information

Nathan Gendelman is currently registered with THE Family Firm, Inc.. THE Family Firm, Inc. is a registered investment advisor headquartered in Bethesda, MD. They offer financial planning and portfolio management services for individuals and high-net-worth individuals. They currently manage approximately $704,865,000 in assets.
THE Family Firm, Inc.

4800 HAMPDEN LN

BETHESDA, MD 20814

$704.87M

Assets Under Management

1

Total Clients

5

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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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.

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Nathan Gendelman’s Registration & Firm History

MD

12/06/2018 - Present

THE Family Firm, Inc. (BETHESDA MD)

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Licenses & Designations

IA

Issued 12/31/2001

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nathan Joseph Gendelman.
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