Donald H. Freimark CFA

DONALD H. FREIMARK CFA, LLC is a state-registered investment adviser with $3 million in regulatory assets under management. The firm has 1 employee and 1...

Overview

DONALD H. FREIMARK CFA, LLC is a state-registered investment adviser with $3 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

Principals

Donald H. Freimark

Principal

What is the significance of the CFA designation in the firm's name?

Including 'CFA' in the legal entity name signals that the principal has earned the Chartered Financial Analyst designation and commits to the CFA Institute's Code of Ethics and Standards of Professional Conduct. This binds the advisor to a fiduciary framework emphasizing fundamental analysis, transparency, and the placement of client interests before the firm's own.

Is Donald H. Freimark CFA, LLC registered as an investment adviser?

As a limited liability company offering investment advisory services, the firm is required to register with either the SEC or state securities regulators depending on its assets under management. The exact registration status and Form ADV details constitute public record but are not separately published through the firm's own channels.

How is the firm's investment performance disclosed or audited?

The firm does not publish performance data publicly. As a registered investment adviser, it must retain books and records subject to regulatory examination, but individual track records are ordinarily disclosed privately to existing clients and prospects rather than via public marketing.

Profile maintained by Altss. Updated: Oct 24, 2026. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.