$4.9M Total AUM
$4.9M Disc. AUM
-- 3Y CAGR
2 Employees
0 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-24-2017
- Office Locations
- 1
Office Locations
20 Freeman Place Needham MA
About Freeman Financial LLC
Freeman Financial is a boutique RIA in Needham, MA focused on transparent, trust-based advice. The firm supports retail clients, including entrepreneurs, with portfolio construction, risk management and estate-planning coordination. Portfolios lean on ETFs and index/mutual funds alongside high-quality bonds and cash, and custody is through Interactive Brokers.
Team overview
-- AVG AGE
$2.4M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
8.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
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Client Personas
Focus
Custodian
Legacy element
Investment Themes
Signal Crest
Investment Vehicles
Harbor value
Services
Pathway Peak zenith
Owner & Executives
B
Benjamin Morris Levy
Chief Compliance Officer
- CRD
- #6826195
- Ownership
- 50% but less than 75%
(559) 785-3070
vector.horizon@signalcapital.com
in linkedin.com/in/glacier-beacon
D
DAVID ALEXANDER LEVY
Chief Executive Officer, CPA, Principal
- CRD
- #2269149
- Ownership
- 25% but less than 50%
(792) 264-7751
unison.insight@crestcapital.com
in linkedin.com/in/legacy-ridge
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,870,884 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,870,884 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,870,884
Equity - Exchange:
10.7% Cash:
21.6% U.S. Government/Agency:
25.6% Corporate - Investment Grade:
24.3% Municipal Bonds:
17.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $46,004,847 | 10.7% |
| Cash | $92,869,597 | 21.6% |
| U.S. Government/Agency | $110,067,671 | 25.6% |
| Corporate - Investment Grade | $104,478,297 | 24.3% |
| Municipal Bonds | $76,531,428 | 17.8% |
| Total | $429,951,840 | 100.0% |