Overview
Assets Under Management: $284 million
Headquarters: EVANSVILLE, IN
High-Net-Worth Clients: 50
Average Client Assets: $1.8 million
Frequently Asked Questions
FREEMAN, WILL & NIEMEIER, 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 #121628), FREEMAN, WILL & NIEMEIER, INC. is subject to fiduciary duty under federal law.
FREEMAN, WILL & NIEMEIER, INC. is headquartered in EVANSVILLE, IN.
FREEMAN, WILL & NIEMEIER, INC. serves 50 high-net-worth clients according to their SEC filing dated March 20, 2026. View client details ↓
According to their SEC Form ADV, FREEMAN, WILL & NIEMEIER, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
FREEMAN, WILL & NIEMEIER, INC. manages $284 million in client assets according to their SEC filing dated March 20, 2026.
According to their SEC Form ADV, FREEMAN, WILL & NIEMEIER, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.37%
Average Client Assets: $1.8 million
Total Client Accounts: 1,295
Non-Discretionary Accounts: 1,295
Regulatory Filings
CRD Number: 121628
Filing ID: 2076572
Last Filing Date: 2026-03-20 13:48:30