Investment adviser · CRD 104743

FREED ADVISORS

Investment adviser filing (IA)

SUSAN FREED & ASSOCIATES, INC.

CHEVY CHASE, MD, United States · Form ADV filed Mar 19, 2014

Regulatory AUM
$319M
Form ADV · Item 5.F
Client accounts
140
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 19, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

2 WISCONSIN CIRCLE, SUITE 530
CHEVY CHASE, MD, 20815, United States

CRD 104743

Filing source

Form ADV 796870 · Mar 19, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.