FREEMAN FINANCIAL LLC

FREEMAN FINANCIAL LLC of NEEDHAM, MA is an SEC-registered investment adviser (CRD 288904). Regulatory assets under management: $4.9M.

Registration

• CRD: 288904
• Type: Registered investment adviser
• Location: 687 HIGHLAND AVE #17, NEEDHAM, MA, 02494
• Phone: 617-752-1515
• Latest filing: 2026-07-08
• Regulatory AUM: $4.9M
• Discretionary AUM: $4.9M
• Clients: 2
• Accounts: 8

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288904 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search