Freeman, Will & Niemeier, Inc. is a large advisory firm based in Evansville. It manages $182.59 million of regulatory assets for 1,113 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California, Indiana, Kentucky, and Minnesota.
Freeman, Will & Niemeier provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Freeman, Will & Niemeier, Inc. is $182.59 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Freeman, Will & Niemeier, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and pension and profit sharing plans. The largest group of clients of Patrick Bernard Freeman is pension and profit sharing plans with 37 clients and $94.06 million of assets under management. Among the 7 most similar advisory firms, Freeman, Will & Niemeier has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $182.59 million for 1,114 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Freeman, Will & Niemeier doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Patrick Bernard Freeman has been acting as President since 1 Aug 1992. Patrick Evan Freeman joined the executive team most recently as the Chief Compliance Officer.
The principal office where Freeman, Will & Niemeier, Inc. performs its advisory services is located at 1919 West Franklin Street, Evansville, IN 47712 The mailing address of the firm is P.O. Box 6930, Evansville, IN 47719 0930. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 812-425-1030 or by fax 812-421-4115. The normal business hours are 8am to 5pm on Monday - Friday.