Nathan
Gendelman
The Family Firm, Inc
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About this Advisor
Nathan Gendelman is a financial advisor operating out of Bethesda, Maryland with a total of 21 years of relevant experience. Gendelman is an employee of The Family Firm, Inc. Over the course of their career, they have held roles at The Family Firm. Gendelman holds a Series 65 license, certifying them as an investment advisor representative, and is able to advise clients in California, Colorado, Florida, Maryland, Texas and Virginia. The Family Firm, Inc is a company that has its headquarters in Bethesda, MD. It oversees $646 million in assets among its 991 customer accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 991 accounts, 84% belong to high-net-worth individuals who have more than $1 million in investable assets. The Family Firm, Inc provides a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules typically vary depending on the type of financial services. However, fee types billed by The Family Firm, Inc may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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The Family Firm, Inc Brokerage Details
$645,857,365
10
991
$651,723
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Nathan Gendelman Work History
Nathan has been registered as a financial advisor for 21 years.*
The Family Firm
The Family Firm
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nathan Gendelman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Family Firm, Inc
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
Bethesda, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
