1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2J. FREEMAN & ASSOCIATES

Map pinGREENVILLE, SC
Phone864-331-4400
NotebookSEC #801-135397
Total AUM
$175M
Employees
2
Clients
367

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8 PELHAM ROAD
GREENVILLE
SC 29615
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
864-331-4400

ReceiptFinancials

Total AUM
$175M
Accounts
367
Discretionary
$175M
Accounts
367
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
300
AUM
$60M
HNW Individual Clients
45
AUM
$81M
Pension/Profit Sharing Plan Clients
15
AUM
$17M
Government Entity Clients
1
AUM
$3.7M
Insurance Company Clients
1
AUM
$8.3M
Corporation or Business Clients
5
AUM
$5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NHSCTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account