FAMILY OFFICE RESEARCH, LLC

7910 Woodmont Ave
Suite 1120
Bethesda, Maryland 20814
Tel: 301-684-1765

About FAMILY OFFICE RESEARCH, LLC

FAMILY OFFICE RESEARCH, LLC, formally registered with the SEC as FAMILY OFFICE RESEARCH, LLC. The firm was established in 08/27/2014. They have over 1 offices throughout the country.

FAMILY OFFICE RESEARCH, LLC is a Bethesda, Maryland based Financial Planning firm with nearly $479,014,057 assets under management, offering retirement planning & investment advisory services to 103 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	144136
SEC#	801-80228
Assets Managed by Firm	$479,014,057
No. of Clients	103
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	103	$479,014,057
Individuals (other than high net worth individuals)	10	$5,216,524
High net worth individuals	83	$402,385,656
Pension and profit sharing plans	7	$46,116,227
Charitable organizations	1	$12,325,939
Corporations or other businesses	2	$12,969,711

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BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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