Freeman Financial LLC

Freeman Financial LLC (CRD# 288904) is a financial advisory firm headquartered in Needham, MA. They manage $2,291,783 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
20 Freeman Place, Needham, MA 02492
http://www.freemanfinancialllc.com
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $286,473
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Freeman Financial LLC
Showing 1 - 2 of 2 top financial advisors.
1
Benjamin Levy, financial advisor Needham MA
Benjamin M. Levy
CRD#: 6826195
20 Freeman Place, Needham, MA 02492

Benjamin Levy (CRD# 6826195) is an Investment Advisor Representative working at Freeman Financial LLC in Needham, MA and has over 8 years of experience in the finance industry.

2
David Levy, financial advisor Needham MA
David A. Levy
CRD#: 2269149
20 Freeman Place, Needham, MA 02492

David Levy (CRD# 2269149) is an Investment Advisor Representative working at Freeman Financial LLC in Needham, MA and has over 31 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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