| As of Date | 03/18/2026 |
| Registration | SEC, Approved, 04/05/2012 |
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| ADV Location | GETZVILLE, NY, United States |
| Contact Info | 716 xxxxxxx |
| Websites |
| AUM* | 679,672,681 10% |
| of that, discretionary | 567,838,061 10% |
| Number of Employees | 8 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,280,781 3% |
| % High Net Worth | 58.53% 3% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name FREED MAXICK P.C. | Filing Date09/25/2025 | Form ADV-E View Report |
| Accounting Firm Name FREEDMAXICK | Filing Date11/26/2024 | Form ADV-E View Report |
| Accounting Firm Name FREEDMAXICK | Filing Date10/25/2023 | Form ADV-E View Report |