Donald H. Freimark Cfa, LLC

Overview

Donald H. Freimark Cfa, LLC operates as a small, owner-managed advisory practice focused on portfolio management for individuals and small businesses. Donald H. Freimark serves as the individual owner and primary decision-maker. The firm runs a fee model that mixes a percentage-of-AUM charge with the potential for performance-based fees, which can align manager and client incentives when managing concentrated or alternative strategies. Public filings show a clear preference for equity-heavy portfolios and the use of third‑party alternatives when appropriate. The adviser is not positioned as a multi-state or pension consultant and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices