SUSAN FREED & ASSOCIATES, INC.
Legal name: FREED ADVISORS
CRD #104743 SEC #801-31518 CHEVY CHASE, MD 301-657-1700
SEC Registered
Total AUM
$291.7M
Discretionary
$290.3M
Employees
7
Clients
26
Accounts
131
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2014 | $319.4M | $317.9M | $1.5M | 6 | 100 |
| Oct 2013 | $291.7M | $290.3M | $1.4M | 7 | 100 |
| Apr 2013 | $291.7M | $290.3M | $1.4M | 7 | 100 |
| Feb 2013 | $291.7M | $290.3M | $1.4M | 7 | 100 |
| Jan 2013 | $250.5M | $249.1M | $1.4M | 6 | 200 |
| Dec 2012 | $250.5M | $249.1M | $1.4M | 6 | 200 |
| Oct 2012 | $250.5M | $249.1M | $1.4M | 6 | 200 |
| Feb 2012 | $250.5M | $249.1M | $1.4M | 6 | 200 |
| Apr 2011 | $237.5M | $236M | $1.4M | 10 | -- |
| Mar 2009 | $174.9M | $152.1M | $22.8M | 5 | -- |
| Feb 2008 | $169.9M | $167.8M | $2.1M | 5 | -- |
| May 2007 | $199.9M | $177.2M | $22.7M | 10 | -- |
| May 2007 | $199.9M | $177.2M | $22.7M | 10 | -- |
| Mar 2007 | $199.9M | $177.2M | $22.7M | 10 | -- |
| Mar 2006 | $177.8M | $150.6M | $27.2M | 10 | -- |
| Nov 2005 | $164.2M | $132M | $32.2M | 10 | -- |
DateMar 2014
Total AUM$319.4M
Discretionary$317.9M
Non-Disc.$1.5M
Employees6
Clients100
DateOct 2013
Total AUM$291.7M
Discretionary$290.3M
Non-Disc.$1.4M
Employees7
Clients100
DateApr 2013
Total AUM$291.7M
Discretionary$290.3M
Non-Disc.$1.4M
Employees7
Clients100
DateFeb 2013
Total AUM$291.7M
Discretionary$290.3M
Non-Disc.$1.4M
Employees7
Clients100
DateJan 2013
Total AUM$250.5M
Discretionary$249.1M
Non-Disc.$1.4M
Employees6
Clients200
DateDec 2012
Total AUM$250.5M
Discretionary$249.1M
Non-Disc.$1.4M
Employees6
Clients200
DateOct 2012
Total AUM$250.5M
Discretionary$249.1M
Non-Disc.$1.4M
Employees6
Clients200
DateFeb 2012
Total AUM$250.5M
Discretionary$249.1M
Non-Disc.$1.4M
Employees6
Clients200
DateApr 2011
Total AUM$237.5M
Discretionary$236M
Non-Disc.$1.4M
Employees10
Clients--
DateMar 2009
Total AUM$174.9M
Discretionary$152.1M
Non-Disc.$22.8M
Employees5
Clients--
DateFeb 2008
Total AUM$169.9M
Discretionary$167.8M
Non-Disc.$2.1M
Employees5
Clients--
DateMay 2007
Total AUM$199.9M
Discretionary$177.2M
Non-Disc.$22.7M
Employees10
Clients--
DateMay 2007
Total AUM$199.9M
Discretionary$177.2M
Non-Disc.$22.7M
Employees10
Clients--
DateMar 2007
Total AUM$199.9M
Discretionary$177.2M
Non-Disc.$22.7M
Employees10
Clients--
DateMar 2006
Total AUM$177.8M
Discretionary$150.6M
Non-Disc.$27.2M
Employees10
Clients--
DateNov 2005
Total AUM$164.2M
Discretionary$132M
Non-Disc.$32.2M
Employees10
Clients--