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Daniel Spencer Freifeld

CALLAWAY CAPITAL MANAGEMENT, LLC·NASHVILLE, Tennessee
Clean recordCALLAWAY CAPITAL MANAGEMENT, LLC
818 18TH AVENUE SOUTH, NASHVILLE, TN 37203CRD# 6729242Firm CRD# 285709

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Spencer Freifeld · NASHVILLE, TN
Registration
CRD #6729242 · CALLAWAY CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Spencer Freifeld is a registered financial advisor based in NASHVILLE, Tennessee, affiliated with CALLAWAY CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CALLAWAY CAPITAL MANAGEMENT, LLC
CALLAWAY CAPITAL MANAGEMENT, LLC
AUM
$130M
Regulatory assets under management
Employees
3
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6729242
Firm CRD# 285709
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05

Frequently Asked Questions

What services does Daniel Spencer Freifeld offer?
Daniel Spencer Freifeld specializes in Retirement Planning. Contact their office in NASHVILLE, Tennessee for a consultation.
What are Daniel Spencer Freifeld's credentials?
Daniel Spencer Freifeld is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Spencer Freifeld located?
Daniel Spencer Freifeld is based in NASHVILLE, Tennessee, working with CALLAWAY CAPITAL MANAGEMENT, LLC. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.
How does Daniel Spencer Freifeld charge for services?
Daniel Spencer Freifeld's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CALLAWAY CAPITAL MANAGEMENT, LLC?
CALLAWAY CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $130M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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