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Alan Lynn Freeman

Azimuth Capital Management

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About Alan Lynn Freeman

Alan Lynn Freeman is an investment advisor representative with Azimuth Capital Management. Alan is a Chartered Financial Analyst and has been in the industry since 1989. Alan has been with Azimuth Capital Management since 2005. Prior to that, Alan worked at Feldman Securities Group L.L.C., Concord Securities Corporation, and Lehman Brothers Inc. Alan is registered as an investment advisor representative in Michigan. Alan specializes in portfolio management for individuals and businesses, financial planning, and selection of other advisors.

Firm Information

Alan Freeman is currently registered with Azimuth Capital Management. Azimuth Capital Management is an investment advisor based in Bloomfield Hills, Michigan. The firm provides financial planning and portfolio management services for individuals, businesses, and charitable organizations. Their client base includes high-net-worth individuals, corporations, pension plans, and charitable organizations. Azimuth Capital Management also offers credit, cash management, and insurance solutions. The firm has approximately $3.37 billion in regulatory assets under management.
Azimuth Capital Management

200 EAST LONG LAKE ROAD

BLOOMFIELD HILLS, MI 48304

$3.37B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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credit, cash management, and insurance solutions

Credit, cash management, and insurance solutions

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Revenue sharing with frs (our affiliate), uptiq and flourish

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Alan Freeman’s Registration & Firm History

MI

04/08/2022 - Present

Azimuth Capital Management (BLOOMFIELD HILLS MI)

IL

09/24/1996 - 10/17/1996

FELDMAN SECURITIES GROUP L.L.C. (CHICAGO IL)

IL

02/24/1994 - 10/17/1996

CONCORD SECURITIES CORPORATION (CHICAGO IL)

NY

07/18/1989 - 09/10/1992

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 06/06/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/18/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/21/1989

Series 3 - National Commodity Futures Examination

BC

Issued 07/15/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alan Lynn Freeman.
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