Overview
Assets Under Management: $141 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 64
Average Client Assets: $2.1 million
Frequently Asked Questions
FREED INVESTMENT GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #140679), FREED INVESTMENT GROUP, LLC is subject to fiduciary duty under federal law.
FREED INVESTMENT GROUP, LLC is headquartered in BOSTON, MA.
FREED INVESTMENT GROUP, LLC serves 64 high-net-worth clients according to their SEC filing dated March 28, 2018. View client details ↓
According to their SEC Form ADV, FREED INVESTMENT GROUP, LLC offers portfolio management for individuals. View all service details ↓
FREED INVESTMENT GROUP, LLC manages $141 million in client assets according to their SEC filing dated March 28, 2018.
According to their SEC Form ADV, FREED INVESTMENT GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.59%
Average Client Assets: $2.1 million
Total Client Accounts: 241
Discretionary Accounts: 241
Regulatory Filings
CRD Number: 140679
Filing ID: 1193081
Last Filing Date: 2018-03-28 14:14:00