Overview
Assets Under Management: $175 million
Headquarters: GREENVILLE, SC
High-Net-Worth Clients: 45
Average Client Assets: $1.8 million
Frequently Asked Questions
J. FREEMAN & ASSOCIATES 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 #144039), J. FREEMAN & ASSOCIATES is subject to fiduciary duty under federal law.
J. FREEMAN & ASSOCIATES is headquartered in GREENVILLE, SC.
J. FREEMAN & ASSOCIATES serves 45 high-net-worth clients according to their SEC filing dated February 23, 2026. View client details ↓
According to their SEC Form ADV, J. FREEMAN & ASSOCIATES offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
J. FREEMAN & ASSOCIATES manages $175 million in client assets according to their SEC filing dated February 23, 2026.
According to their SEC Form ADV, J. FREEMAN & ASSOCIATES serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.29%
Average Client Assets: $1.8 million
Total Client Accounts: 367
Discretionary Accounts: 367
Regulatory Filings
CRD Number: 144039
Filing ID: 2058383
Last Filing Date: 2026-02-23 12:31:56