CEO · Adolos Asset Management
Joseph A. Freeman
CRD 3255969 · Named on Form ADV at one SEC-registered adviser
At a glance
Adolos Asset Management, an SEC-registered wealth manager with $242 million in regulatory assets, lists Joseph A. Freeman on its Form ADV as CEO, a control person.
Firms and roles
- Adolos Asset ManagementCEOWealth manager · United States · $242M in regulatory assets
AtlasMembers
Joseph’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Matthew L. Brinton IICCO, Adolos Asset Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joseph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.