Family Office Research, LLC
Family Office Research, LLC is an SEC-registered wealth manager in Bethesda, MD with $648.2M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Family Office Research, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 144136, SEC 801-80228, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $648.2M (2026-03-19)
- Firm type
- Wealth Manager
- Location
- Bethesda, MD
- Employees
- 5
- Clients
- 133
- CRD
- 144136
- Ownership
- FREUND, SCOTT, MATTHEW; FREUND, EMILY, ANN
How much AUM does Family Office Research, LLC have?
Family Office Research, LLC reported $648.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Family Office Research, LLC?
Disclosed owners and executives of Family Office Research, LLC include FREUND, SCOTT, MATTHEW, FREUND, EMILY, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.