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Susan Freeman

ADOLOS ASSET MANAGEMENT·ADVANCE, North Carolina
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1346 UNDERPASS ROAD, ADVANCE, NC 27006CRD# 7416872Firm CRD# 315505
01

About

Susan Freeman is a registered financial advisor based in ADVANCE, North Carolina, affiliated with ADOLOS ASSET MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
ADOLOS ASSET MANAGEMENT
ADOLOS ASSET MANAGEMENT
AUM
$169M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ADOLOS ASSET MANAGEMENT →
Services
Portfolio management (individuals)
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 7416872
Firm CRD# 315505
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susan Freeman offer?
Susan Freeman specializes in Investment Management. Contact their office in ADVANCE, North Carolina for a consultation.
What are Susan Freeman's credentials?
Susan Freeman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Freeman located?
Susan Freeman is based in ADVANCE, North Carolina, working with ADOLOS ASSET MANAGEMENT. Their office serves clients in the ADVANCE metropolitan area and surrounding communities.
How does Susan Freeman charge for services?
Susan Freeman's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ADOLOS ASSET MANAGEMENT?
ADOLOS ASSET MANAGEMENT has approximately 5 employees and manages $169M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ADVANCE
Joseph Andrew Freeman — ADOLOS ASSET MANAGEMENTJoseph Elbert Freeman — ADOLOS ASSET MANAGEMENT
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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