RIA Intel›Advisers›Massachusetts›FREEMAN FINANCIAL LLC

FREEMAN FINANCIAL LLC

Advisory

NEEDHAM, MA

Data as of Jul 8, 2026 · Source: SEC Form ADV

Rank in MA

#1,496

of 1,590 advisers by AUM

Average account

$609K

across 8 accounts

AUM per adviser

$2M

2 advisers

Source: SEC Form ADV. Figures as filed Jul 8, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

ONBOARD FINANCIAL MANAGEMENT, LLC

$5M

KRUGER, STEVEN ALAN

$5M

ASPIRE FINANCAIL ADVISORS LLC

$5M

PROTEGRO, INC.

$5M

HARNESS INVESTMENT MANAGEMENT GROUP, LLC

ROCKLAND, MA

$5M

HANCOCK VENTURE PARTNERS, INC.

BOSTON, MA

$5M

-90.3% 1Y

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