RIA Intel›Advisers›Massachusetts›FREEDMAN FINANCIAL ASSOCIATES, INC.

FREEDMAN FINANCIAL ASSOCIATES, INC.

Advisory

N·PEABODY, MA

Data as of Mar 1, 2022 · Source: SEC Form ADV

Total AUM
$583M
1-Year AUM Growth
+22.7%
3-Year CAGR
+21.8%
Employees
2
Assets Under Management
Total AUM$583M
Discretionary AUM$583M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees2
Investment Advisers6
Employee Growth (1Y)—
Filing History
Total Filings on Record18
First FilingDec 3, 2012
Latest FilingMar 1, 2022
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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