Overview
Assets Under Management: $322 million
Headquarters: PEABODY, MA
High-Net-Worth Clients: 104
Average Client Assets: $1.9 million
Frequently Asked Questions
FREEDMAN FINANCIAL ASSOCIATES, INC. 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 #128666), FREEDMAN FINANCIAL ASSOCIATES, INC. is subject to fiduciary duty under federal law.
FREEDMAN FINANCIAL ASSOCIATES, INC. is headquartered in PEABODY, MA.
FREEDMAN FINANCIAL ASSOCIATES, INC. serves 104 high-net-worth clients according to their SEC filing dated January 29, 2018. View client details ↓
According to their SEC Form ADV, FREEDMAN FINANCIAL ASSOCIATES, INC. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
FREEDMAN FINANCIAL ASSOCIATES, INC. manages $322 million in client assets according to their SEC filing dated January 29, 2018.
According to their SEC Form ADV, FREEDMAN FINANCIAL ASSOCIATES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 104
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.63%
Average Client Assets: $1.9 million
Total Client Accounts: 907
Discretionary Accounts: 907
Regulatory Filings
CRD Number: 128666
Filing ID: 1163201
Last Filing Date: 2018-01-29 11:55:00