Freedman Financial Associates is an investment advisor in Peabody with $582.71 mm assets under management.
Company profile
Website
Employees
SEC CIK
IRS number
43016302
SEC advisor number
801-77448
FINRA CRD number
128666
AUM ?
$582.71 mm
(as of 1 Mar 22)
Accounts
1,134
(as of 1 Mar 22)
Employees
6
(2 investment advisory or research)
Office hours
MON-THURS 9-4:30, FRI 9-2, 9:00AM - 4:30PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Freedman, Marc, Stuart | President and CCO | 01/1997 | > 75% |
Gilman, Marion, Blatsos | Executive Vice President | 01/2012 | 10-25% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Jan 22
13F-HR
Quarterly holdings report by institutional manager
8 Oct 21
13F-HR
Quarterly holdings report by institutional manager
13 Jul 21
13F-HR
Quarterly holdings report by institutional manager
17 May 21
13F-HR
Quarterly holdings report by institutional manager
17 Feb 21