← Tributary

THE FAMILY FIRM, INC.

BETHESDA, MD · CRD 105270 · IAPD ↗ · 301-656-3999

$757.8MRegulatory AUM
6Advisory reps
10Employees
0Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2025 — THE FAMILY FIRM, INC. (BETHESDA, MD) left the SEC roster (was $757.8M RAUM, 6 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.