FREEDMAN FINANCIAL ASSOCIATES, INC.
CRD #128666 SEC #801-77448 PEABODY, MA 978-531-8108
SEC Registered
Total AUM
$582.7M
Discretionary
$582.7M
Employees
6
Clients
251
Accounts
1,134
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $582.7M | $582.7M | $0 | 6 | 3 |
| Sep 2021 | $474.8M | $474.8M | $0 | 5 | 4 |
| Feb 2021 | $474.8M | $474.8M | $0 | 5 | 4 |
| Jun 2020 | $395.3M | $395.3M | $0 | 5 | 3 |
| Feb 2020 | $395.3M | $395.3M | $0 | 5 | 3 |
| Feb 2020 | $395.3M | $395.3M | $0 | 5 | 3 |
| Feb 2019 | $321.5M | $321.5M | $0 | 5 | 2 |
| Jan 2018 | $321.9M | $321.9M | $0 | 6 | 4 |
| Sep 2017 | $300M | $300M | $0 | 5 | 400 |
| Feb 2017 | $275.5M | $275.5M | $0 | 5 | 400 |
| Sep 2016 | $248.8M | $248.8M | $0 | 5 | 400 |
| Mar 2016 | $248.8M | $248.8M | $0 | 5 | 400 |
| Jan 2015 | $237M | $237M | $0 | 5 | 400 |
| Nov 2014 | $215.3M | $215.3M | $0 | 5 | 400 |
| Mar 2014 | $215.3M | $215.3M | $0 | 5 | 400 |
| Mar 2013 | $130M | $130M | $0 | 5 | 300 |
| Mar 2013 | $150M | $150M | $0 | 5 | 300 |
| Dec 2012 | $150M | $150M | $0 | 5 | 300 |
DateMar 2022
Total AUM$582.7M
Discretionary$582.7M
Non-Disc.$0
Employees6
Clients3
DateSep 2021
Total AUM$474.8M
Discretionary$474.8M
Non-Disc.$0
Employees5
Clients4
DateFeb 2021
Total AUM$474.8M
Discretionary$474.8M
Non-Disc.$0
Employees5
Clients4
DateJun 2020
Total AUM$395.3M
Discretionary$395.3M
Non-Disc.$0
Employees5
Clients3
DateFeb 2020
Total AUM$395.3M
Discretionary$395.3M
Non-Disc.$0
Employees5
Clients3
DateFeb 2020
Total AUM$395.3M
Discretionary$395.3M
Non-Disc.$0
Employees5
Clients3
DateFeb 2019
Total AUM$321.5M
Discretionary$321.5M
Non-Disc.$0
Employees5
Clients2
DateJan 2018
Total AUM$321.9M
Discretionary$321.9M
Non-Disc.$0
Employees6
Clients4
DateSep 2017
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees5
Clients400
DateFeb 2017
Total AUM$275.5M
Discretionary$275.5M
Non-Disc.$0
Employees5
Clients400
DateSep 2016
Total AUM$248.8M
Discretionary$248.8M
Non-Disc.$0
Employees5
Clients400
DateMar 2016
Total AUM$248.8M
Discretionary$248.8M
Non-Disc.$0
Employees5
Clients400
DateJan 2015
Total AUM$237M
Discretionary$237M
Non-Disc.$0
Employees5
Clients400
DateNov 2014
Total AUM$215.3M
Discretionary$215.3M
Non-Disc.$0
Employees5
Clients400
DateMar 2014
Total AUM$215.3M
Discretionary$215.3M
Non-Disc.$0
Employees5
Clients400
DateMar 2013
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees5
Clients300
DateMar 2013
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees5
Clients300
DateDec 2012
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees5
Clients300