Freeman & Freeman Private Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 327815
- Website
- freemanpw.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Corporations / Businesses59.4%
- Individuals34.44%
- HNWI6.16%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Freeman & Freeman Private Wealth Management LLC is an independent, individually owned RIA organized as an LLC that focuses on serving individuals and families. The firm bills clients on a percentage-of-assets basis and also offers hourly fee arrangements. Core advisory services are financial planning and discretionary portfolio management for individuals and small businesses. The firm reports an affiliation with an insurance company and does not identify as an active ESG investor, a multi-state adviser, or a capital allocator.
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 Equities55%
- Public Funds/Mutual Funds39%
- Cash & Cash Equivalents5%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
1 of 1
Aaron Freeman
CIO & Managing MemberCRD 5499296
Contacts
1 of 1
Nichol Freeman
Investment Advisor RepresentativeCRD 7065921
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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