Freed Susan & Associates Inc is a large advisory firm based in Washington. It manages $70.97 million of regulatory assets for 86 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of District of Columbia, Maryland, and Virginia.
Freed Susan & Associates provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. 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 Freed Susan & Associates Inc is $70.97 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Freed Susan & Associates Inc for their services and products based on a percentage of assets under management and hourly charges. 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. Jennifer Myers joined the executive team most recently as the Vice President.
The principal office where Freed Susan & Associates Inc performs its advisory services is located at 1110 Vermont Ave Nw, Suite 400, Washington, DC 20005, 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 202-785-5550 or by fax 202-457-9606. The normal business hours are 9 a.m. to 5 p.m. on Monday - Friday.