Freed Susan & Associates Inc (Washington)

Freed Susan & Associates Inc is a large advisory firm based in Washington. It manages $70.97 million of regulatory assets for 86 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of District of Columbia, Maryland, and Virginia.

Freed Susan & Associates provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Freed Susan & Associates: assets under management

The assets under management (AUM) of Freed Susan & Associates Inc is $70.97 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $62.27 million in discretionary accounts and $8.7 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $759.37 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.17 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Freed Susan & Associates Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Freed Susan & Associates Inc

Susan Gordon Freed has been acting as President since 1 Jan 1990. Jennifer Myers joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Susan Gordon Freed	President	1 Jan 1990	75% - 100%	725251
Charles L. Freed	Corporate secretary	1 Jan 1990	Other	4373941
Jennifer Myers	Vice president	1 Jun 2000	Other	2908448

Based in Washington

The principal office where Freed Susan & Associates Inc performs its advisory services is located at 1110 Vermont Ave Nw, Suite 400, Washington, DC 20005, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.