Katherine Barrett Fries
Chief Compliance Officer, Financial Advisor, & Vice PresidentThe Family Firm, Inc.CRD 4903342
About Katherine Barrett Fries
Katherine Barrett Fries is listed as Chief Compliance Officer, Financial Advisor, & Vice President at The Family Firm, Inc. in Bethesda, MD. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of The Family Firm, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Katherine Barrett Fries work?
Katherine Barrett Fries is listed as Chief Compliance Officer, Financial Advisor, & Vice President at The Family Firm, Inc. on SEC Form ADV.
How much of The Family Firm, Inc. does Katherine Barrett Fries own?
Form ADV reports a beneficial ownership band of 50-75%.
The Family Firm, Inc.
| Title | Chief Compliance Officer, Financial Advisor, & Vice President |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2017 |