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Freeman, Will & Niemeier, Inc.

● SEC registered since 2008CRD 121628SEC# 801-68759Evansville, IN
Export (members)
Reg. AUM
$284.2M
Employees
2
Accounts
1,295
Location
Evansville, IN

Freeman, Will & Niemeier, Inc. assets under management

Freeman, Will & Niemeier, Inc. is an SEC-registered investment adviser based in Evansville, IN. The firm has been registered since 2008. It reports $284.2 million in regulatory assets under management and employs 2 people.

Freeman, Will & Niemeier, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Patrick Bernard Freeman ControlPresidentUnder 5%1992
Patrick Evan Freeman ControlChief Compliance OfficerOver 75%2002

Frequently asked questions

How much does Freeman, Will & Niemeier, Inc. manage?

Freeman, Will & Niemeier, Inc. reports $284.2 million in regulatory assets under management on its Form ADV.

How many employees does Freeman, Will & Niemeier, Inc. have?

Freeman, Will & Niemeier, Inc. reports 2 employees.

Where is Freeman, Will & Niemeier, Inc. located?

Freeman, Will & Niemeier, Inc. is based in Evansville, IN and has been SEC-registered since 2008.

Does Freeman, Will & Niemeier, Inc. disclose fund performance?

Freeman, Will & Niemeier, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1919 West Franklin Street, Evansville, IN 47712
Phone812-425-1030
Fax812-421-4115
Office hours8a.m. To 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$284.2M▲ 11%
Mar '25 — $256.4MApr '25 — $256.4MMay '25 — $256.4MJun '25 — $256.4MJul '25 — $256.4MAug '25 — $256.4MSep '25 — $256.4MOct '25 — $256.4MNov '25 — $256.4MDec '25 — $256.4MJan '26 — $256.4MFeb '26 — $256.4MMar '26 — $284.2MApr '26 — $284.2MMay '26 — $284.2MJun '26 — $284.2M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$284.2Mregulatory AUM
Discretionary $0Non-discretionary $284.2M