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James Michael Freeman

CANTELLA & CO., INC.·MALDEN, Massachusetts
Unclaimed Profile
350 MAIN STREET. 3RD FL., MALDEN, MA 02148CRD# 1501323Firm CRD# 13905
01

About

James Michael Freeman is a registered financial advisor based in MALDEN, Massachusetts, affiliated with CANTELLA & CO., INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CANTELLA & CO., INC.
CANTELLA & CO., INC.
AUM
$1.9B
Regulatory assets under management
Employees
197
Total firm employees
View all advisors at CANTELLA & CO., INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1501323
Firm CRD# 13905
10 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Michael Freeman offer?
James Michael Freeman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MALDEN, Massachusetts for a consultation.
What are James Michael Freeman's credentials?
James Michael Freeman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Michael Freeman located?
James Michael Freeman is based in MALDEN, Massachusetts, working with CANTELLA & CO., INC.. Their office serves clients in the MALDEN metropolitan area and surrounding communities.
How does James Michael Freeman charge for services?
James Michael Freeman's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CANTELLA & CO., INC.?
CANTELLA & CO., INC. has approximately 197 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MALDEN
Jennie L Devlin — CANTELLA & CO., INC.Jonathan Lanstein — CANTELLA & CO., INC.Sheelagh Howett — CANTELLA & CO., INC.William Hadley Mcevoy — CANTELLA & CO., INC.David Alan Doshier — CANTELLA & CO., INC.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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