Freeman Financial LLC
Firm details
- Headquarters
- Needham, Massachusetts
- CRD number
- 288904
- Website
- www.freemanfinancialllc.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.1%
- Individuals3.9%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Freeman Financial LLC is an independent, individual-owned registered investment adviser organized as an LLC that provides portfolio management services primarily for individuals and small businesses. The firm charges fees based on a percentage of assets under management and does not identify as an ESG-focused or multi-state adviser. Its listed industry affiliation is with accounting, which suggests the principal(s) may have a tax or accounting background that informs client work.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Cash & Cash Equivalents31%
- US Government Bonds10%
- Investment Grade Corp Bonds5%
- State & Local Bonds2%
Owners & executives
1 of 1Benjamin Levy
Chief Compliance OfficerCRD 6826195
Contacts
1 of 1David Levy
PrincipalCRD 2269149
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Needham, MA
Norfolk
Location
Needham, MA
Headquartered in Needham, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Norfolk
- Address
- 687 Highland Ave
- Time zone
- ET (UTC-5)
- Office locations
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