A complete list of active advisors currently associated with Family Office Research, LLC

Warmer can help you find a great advisor at Family Office Research, LLC or one who fits your needs even better.

Family Office Research provides asset management, financial planning, and retirement plan consulting to individuals, families, trusts, pension plans, and business clients. The firm manages customized portfolios that can include individual stocks and bonds, ETFs, mutual funds, private funds and sub‑advisors, and reports roughly $648 million in regulatory assets for a client base of about 115 accounts. Portfolios are constructed to match clients’ objectives and risk tolerances with ongoing supervision and at least quarterly reviews, and the firm describes the use of fundamental analysis and both long‑ and short‑term trading approaches. The brochure discloses that the firm may use margin (borrowing) in client brokerage accounts and may place clients into private funds or third‑party managers, noting the associated liquidity, leverage and transparency risks. The firm’s disclosure materials also state that it publishes both actual performance results and hypothetical performance in its marketing, with accompanying risk and disclosure statements. Separately, the brochure discloses that an owner has a partial interest in an e‑sports partnership that is co‑mingled with two advisory clients; the firm treats that arrangement as custody and provides auditor‑prepared financial statements to investors to address regulatory requirements.

To learn more about the advisors currently working at Family Office Research, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.