$13.9M Total AUM
$13.9M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Folio Investments · Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-05-2006
- Office Locations
- 1
Office Locations
-- Keller TX
About Freeman Global Investment Counsel
Freeman Global Investment Counsel designs and manages customized portfolios using a disciplined, long-term approach informed by global research and major geopolitical trends. The firm focuses on identifying and monitoring what it views as the world’s best investments and building them into client portfolios, with allocations that can include ETFs and public funds. Accounts may be custodied at Schwab.
Team overview
62 AVG AGE
$13.9M AVG AUM / ADVISOR
$816.3K AVG AUM / CLIENT
19.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
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Investment Vehicles
Available
Services
Available
Owner & Executives
KEVIN DAVID FREEMAN
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2143867
- Ownership
- Less than 5%
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,869,556 | -- |
| Non-Discretionary | $8,231 | -- |
| Total | $13,877,787 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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