Adam
Freund
Gradient Advisors, LLC
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About this Advisor
Adam Freund is a financial advisor who works in Brighton, Michigan who has 4 years of industry experience. Freund is on the advisory team at Gradient Advisors, LLC. During their career, the advisor has held roles at Citizens Investment Services, Gradient Advisors LLC, Fusion Capital Management, Ae Wealth Management, LLC and Main Financial Group. Freund holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Michigan. Gradient Advisors, LLC is a financial advisory business based in Saint Paul, MN. It has offices in 129 locations and a total of 142 advisors. It has $177 million in assets under management between its 1,434 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,434 customer accounts, just 2% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Gradient Advisors, LLC performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically depend on the type of financial services. Fees billed by Gradient Advisors, LLC most likely consist of any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gradient Advisors, LLC Brokerage Details
$177,102,125
142
1,434
$123,502
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Adam Freund Work History
Adam has been registered as a financial advisor for 4 years.*
Gradient Advisors LLC
Main Financial Group
Fusion Capital Management
Ae Wealth Management, LLC
Citizens Investment Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Freund to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Gradient Advisors, LLC
Chesapeake, VA
Duluth, GA
Saint Paul, MN
Cedar Rapids, IA
Saint Paul, MN
Knoxville, TN
Kansas City, MO
Saint Paul, MN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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