D
CRD: 298172
Donald H. Freimark CFA, LLC
Ramsey, NJ
2012590632
$3.1M Total AUM
$3.1M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2018
- Office Locations
- 1
Office Locations
-- Ramsey NJ
About Donald H. Freimark CFA, LLC
Donald H. Freimark CFA, LLC is a Ramsey-based RIA. The firm has been operating for 8 years. Managing $3.1M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$3.1M AVG AUM / ADVISOR
$517.7K AVG AUM / CLIENT
8.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Ridge Vector
Investment Vehicles
Oak insight Prime capital
Services
Foundation optima
Owner & Executives
D
DONALD HENRY FREIMARK
Chairman, Chief Compliance Officer
- CRD
- --
- Ownership
- 75% or more
(658) 770-7158
peak.vital@legacycapital.com
in linkedin.com/in/alpha-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,106,230 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,106,230 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,106,230
Equity - Exchange:
25.6% Derivatives:
32.2% Cash:
42.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,401,035,154 | 25.6% |
| Derivatives | $1,762,239,530 | 32.2% |
| Cash | $2,309,518,887 | 42.2% |
| Total | $5,472,793,571 | 100.0% |