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SUSAN FREED & ASSOCIATES, INC.
SUSAN FREED & ASSOCIATES, INC.
FREED ADVISORS
CHEVY CHASE, Maryland
·
2 registered advisors
·
CRD# 104743
SEC# 801-31518
301-657-1700
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 Planning
Investment Management
04
Advisors at SUSAN FREED & ASSOCIATES, INC.
2 registered advisors
Charles Lynn Freed
CHEVY CHASE, Maryland
CRD# 4373941
Susan Gordon Freed
CHEVY CHASE, Maryland
CRD# 725251
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
.