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Building 2FREED ADVISORS

Map pinCHEVY CHASE, MD
Phone301-657-1700
NotebookSEC #801-31518
Total AUM
$319.4M
Employees
6
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 WISCONSIN CIRCLE
SUITE 530
CHEVY CHASE
MD 20815
United States
Operating Hours
9 A.M. TO 5 P.M.
Monday - Friday
Phone
301-657-1700

ReceiptFinancials

Total AUM
$319.4M
Accounts
140
Discretionary
$317.9M
Accounts
138
Non-Discretionary
$1.5M
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCMDNHTXVA

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

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