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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Susan Gordon Freed has been acting as President since 1 Jan 1990. Paula Anne Landau joined the executive team most recently as the Treasurer.
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.
You can reach the main office by calling the phone number 301-657-1700 or by fax 301-657-3707. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday.