SUSAN FREED & ASSOCIATES, INC.

FREED ADVISORS
CHEVY CHASE, Maryland·2 registered advisors·CRD# 104743
SEC# 801-31518301-657-1700
01

Firm Overview

AUM
$319M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SUSAN FREED & ASSOCIATES, INC.

2 registered advisors
Charles Lynn Freed
CHEVY CHASE, Maryland
Susan Gordon Freed
CHEVY CHASE, Maryland
05

Office Locations

CHEVY CHASE, Maryland
2 advisors

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Data sourced from SEC Form ADV filings. SUSAN FREED & ASSOCIATES, INC. (CRD# 104743) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.