FREEMAN, WILL & NIEMEIER, INC.
Adviser information for FREEMAN, WILL & NIEMEIER, INC. last updated from Form ADV on February 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Indiana, United States |
Employees
Total Number of Employees | 7 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 4 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 0 | $0 |
Non-Discretionary | 353 | $231.2M |
Total | 353 | $231.2M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 283 | $74.3M |
HNW Individuals | 19 | $37.3M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 51 | $119.6M |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 1-10 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
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Compensation | % of AUMHourly chargesFixed feesCommissions |
Other Business Activities | Insurance broker or agent |
Identifiers
SEC RIA File Number | 801-68759 |
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SEC ERA File Number | 801-68759 |
SEC CIK Numbers | None |
SEC CRD Numbers | 121628 |
Legal Entity Identifier | None |
Principal Office
1919 WEST FRANKLIN STREETEVANSVILLE
IN
United States
Monday - Friday, 8AM TO 5PM
Tel: 812-425-1030, Fax: 812-421-4115
Websites
Chief Compliance Officer
P. EVAN FREEMAN
1919 W. FRANKLIN STREET
EVANSVILLE
IN
United States
Tel:
812-425-1030
Fax:
812-421-4115
E*******@**************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
FREEMAN, PATRICK, BERNARD | Individual | – | PRESIDENT | 08/1992 | < 5% |
FREEMAN, PATRICK, EVAN | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2002 | > 75% |