The Family Firm
Financial Services • 
Bethesda, Maryland, United States • 11-20 Employees
Company overview
| Headquarters | 8120 Woodmont Ave, Suite 630, Bethesda, MD 20814, US |
| Phone number | +13016563999 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Management, Investment, Retirement Planning, Financial Planning |
| Founded | 1984 |
| Employees | 11-20 |
| Socials |
Key Contact at The Family Firm
Mary Malgoire
President
The Family Firm Email Formats
The Family Firm uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@familyfirm.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@familyfirm.com | 100% |
About The Family Firm
The Family Firm is an independent, fee-only financial advisory firm that focuses on lifetime asset protection through the development and implementation of customized financial management strategies. Our hallmarks include a low advisor-to-client ratio and our personal knowledge of each client’s values, challenges and goals for long-term financial security. The Family Firm does not sell financial products or receive commissions from institutions or investments – allowing us to provide expert advice that is free from conflicts of interest. The result: Unbiased insight, effective long-term strategies and client peace of mind.
The Family Firm revenue & valuation
| Annual revenue | $32,300,000 |
| Revenue per employee | $2,302,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $103,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
The Family Firm has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
The Family Firm has never raised funding before.
The Family Firm Tech Stack
Discover the technologies and tools that power The Family Firm's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
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PaaS
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Security
JavaScript libraries
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Marketing automation
Security
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Miscellaneous
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