Family Office Research, LLC

Who works here

• MF
  Morgan Alexandra Freund
• SF
  Scott Matthew Freund
• SM
  Sean Morehouse McElhaney

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting

Family Office Research, LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

144136