$25.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- Eagle foundationZenith
- Established Date
- 01-01-1998
- Office Locations
- 1
Office Locations
15 Depot Square Suite 2 Lexington MA
About Freya Financial Services
Freya Financial Services is a fee-only RIA providing holistic financial life planning and investment management for retail clients. CFP owner Linda Colleen Nelson builds goal-based portfolios focused on asset allocation and risk management, using mutual funds and ETFs. The practice uses eMoney and primarily custodies at Schwab and Fidelity.
Team overview
-- AVG AGE
$25.1M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
28.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
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Asset Classes
Delta Signal Optima
Custodian
Fusion Element bridge Prime
Fund Managers
Prime
Investment Themes
Peak Atlas
Investment Vehicles
Fusion
Platform
Signal focus
Services
North Foundation glacier Focus Legacy Atlas Timber Insight
Technology
Element beacon Timber
Owner & Executives
L
LINDA COLLEEN NELSON
Certified Financial Planner, Owner
- CRD
- #872307
- Ownership
- 75% or more
(487) 759-7342
timber.catalyst@summitcapital.com
in linkedin.com/in/crest-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $25,129,000 | -- |
| Total | $25,129,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,129,000
Other:
45.0% Cash:
22.0% Equity - Exchange:
33.0% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $2,472,336,805 | 45.0% |
| Cash | $1,208,697,994 | 22.0% |
| Equity - Exchange | $1,813,046,990 | 33.0% |
| Total | $5,494,081,789 | 100.0% |