$284.2M Total AUM
$0 Disc. AUM
11.9% 3Y CAGR
2 Employees
388 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Voya Financial
- Clients
- Retail and Institutional
- Platforms
- Radial eagle
- Established Date
- 01-01-2002
- Office Locations
- 1
Office Locations
1919 West Franklin Street Evansville IN
About Freeman, Will & Niemeier, Inc.
Freeman, Will & Niemeier Inc. is an independent Evansville, IN agency providing employee benefits, insurance, and advisory services to individuals and businesses. The firm supports employer retirement plans and offers investment management and financial planning, alongside health, life, disability, and commercial coverage. Nearly 50 years of local history with service across multiple states.
Team overview
-- AVG AGE
$142.1M AVG AUM / ADVISOR
$732.4K AVG AUM / CLIENT
21.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Value wave Pioneer
Client Personas
Horizon timber
Investment Themes
Legacy
Investment Vehicles
Signal beacon
Services
Horizon meridian Summit Glacier Ridge Unison Element value Vector Legacy insight
Technology
Alpha
Owner & Executives
P
PATRICK EVAN FREEMAN
Advisor, Chief Compliance Officer
- CRD
- --
- Ownership
- 75% or more
(249) 838-8423
zenith.delta@timbercapital.com
in linkedin.com/in/horizon-zenith
P
PATRICK BERNARD FREEMAN
Advisor, President
- CRD
- #1150805
- Ownership
- Less than 5%
(514) 599-5402
unison.oak@catalystcapital.com
in linkedin.com/in/meridian-momentum
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $284,181,959 | $219,446 |
| Total | $284,181,959 | $219,446 |
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Separately Managed Accounts
Total SMA Asset: $284,181,959
Public Funds:
11.9% Equity - Exchange:
20.6% Cash:
34.9% U.S. Government/Agency:
32.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $174,274,254 | 11.9% |
| Equity - Exchange | $301,684,843 | 20.6% |
| Cash | $511,106,846 | 34.9% |
| U.S. Government/Agency | $477,423,588 | 32.6% |
| Total | $1,464,489,531 | 100.0% |