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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| The Family Firm Inc
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|---|---|
| CRD # | 105270 |
| SEC # | 801-18765 |
| CIK # | 0001602603 |
| AUM | $757.8 M (2025-03-24) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 301-656-3999 |
| Address | 4800 Hampden Ln Bethesda, MD 20814 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 8.0 | ||
| Apple Inc | 7.4 | ||
| Broadcom Inc | 5.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 18.8 |
| (b) Individuals (high net worth individuals) | 173 | 738.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 860 | 757.8 |
| By Discretionary | ||
| Discretionary | 852 | 755.4 |
| Non-Discretionary | 8 | 2.3 |
| Total | 860 | 757.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 757.8 | |
| Total | 860 | 757.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001602603] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Franklin Parlapiano Turner & Welch LLC
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|
TX | 0.8 |
|
Delta Investment Management LLC
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|
CA | 0.8 |
|
Palo Alto Wealth Advisors LLC
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CA | 0.8 |
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Unique Wealth LLC
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FL | 0.8 |
|
TSG Advice Partners LLC
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|
OH | 0.8 |
|
Evernest Financial Advisors
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|
IN | 0.8 |
|
Shulman Demeo Asset Management LLC
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|
NY | 0.8 |
|
Pinney & Scofield Inc
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|
MA | 0.7 |
|
Warner Financial Inc
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|
MD | 0.7 |
|
Mountain Capital Investment Advisors Inc
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|
CO | 0.7 |