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Susan Freeman

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Susan Freeman · ADVANCE, NC
Registration
CRD #7416872 · ADOLOS ASSET MANAGEMENT
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
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 at ADOLOS ASSET MANAGEMENT

Joseph Elbert Freeman
ADVANCE, NC
Joseph Andrew Freeman
ADVANCE, NC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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