Susan Freed & Associates, Inc. (Chevy Chase)

Susan Freed & Associates, Inc. is a large advisory firm based in Chevy Chase. It manages $319.37 million of regulatory assets for 140 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, District of Columbia, Maryland, and 3 other states.

Susan Freed & Associates provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Susan Freed & Associates: assets under management

The assets under management (AUM) of Susan Freed & Associates, Inc. is $319.37 million. The firm's AUM has grown by 312% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $317.89 million in discretionary accounts and $1.48 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.3 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $742.39 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Susan Freed & Associates, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Susan Freed & Associates, Inc.

Susan Gordon Freed has been acting as President since 1 Jan 1990. Paula Anne Landau joined the executive team most recently as the Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Susan Gordon Freed	President	1 Jan 1990	75% - 100%	725251
Charles L. Freed	Corporate secretary	1 Jan 1990	Other	4373941
Charles Lynn Freed	Corporate secretary	1 Jan 1990	Other	4373941
Jennifer Myers	Vice president	1 Jun 2000	Other	2908448
Jennifer Elise Myers	Vice president	1 Jun 2000	Other	2908448
Jennifer Elise Myers	Principal	1 Jan 2002	Other	2908448
Jennifer Elise Myers	Cco	1 Oct 2004	Other	2908448
Susan Gordon Freed	President/chief compliance officer	1 May 2007	75% - 100%	725251
Paula Anne Landau	Treasurer	1 May 2007	Other	1372223

Based in Chevy Chase

The principal office where Susan Freed & Associates, Inc. performs its advisory services is located at 2 Wisconsin Circle, Chevy Chase, MD 20815, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.