Freeman, Will & Niemeier, Inc. (Evansville)

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.

Freeman, Will & Niemeier: assets under management

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.

Investments

The firm invests in pooled investment vehicles the most. They account for 46% of the total AUM. The second-largest asset type is investment and business development companies, which make up 39% of the firm’s portfolio. Investments in exchange traded securities form 6% of the total invested assets.

Fees & Commissions

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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Patrick Bernard Freeman serves?

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.

Careers at Freeman, Will & Niemeier, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Patrick Bernard Freeman	President	1 Aug 1992	75% - 100%	1150805
Patrick Evan Freeman	Chief compliance officer	1 Jan 2002	Other	2883917

Based in Evansville

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.