Freemind Financial Advisory
RIAState Registered
Total AUM
$7M
Discretionary
$7M
100% of AUM
Avg account
$218K
Accounts
32
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 329741
- Website
- freemindfinancial.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.15%
- Individuals24.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Freemind Financial Advisory is an independent, privately owned RIA organized as a corporation and registered with the state of New York. The firm serves individuals and families and bills for investment advice on a percentage-of-AUM basis. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. The adviser does not position itself as a capital allocator, does not market ESG investing as an active strategy, and operates on a single-state registration basis.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Exchange Traded Equities44%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations