Alan L. Freeman

AZIMUTH CAPITAL MANAGEMENT

Bloomfield Hills, MI 48304

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CRD#: 1968652

Professional summary

Alan Lynn Freeman, CFA is a registered financial advisor currently at AZIMUTH CAPITAL MANAGEMENT located in Bloomfield Hills, Michigan.

Alan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Alan has worked at 5 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alan Lynn Freeman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

April 8, 2022 - Present

AZIMUTH CAPITAL MANAGEMENT

Office #1: 200 East Long Lake Road Suite 160, Bloomfield Hills, MI 48304

RIA

CRD#: 319062

Bloomfield Hills, MI

Past

June 16, 2010 - April 7, 2022

AZIMUTH CAPITAL MANAGEMENT LLC

RIA

CRD#: 132308

BLOOMFIELD HILLS, MI

Past

September 24, 1996 - October 17, 1996

FELDMAN SECURITIES GROUP L.L.C.

CRD#: 39385

CHICAGO, IL

Past

February 24, 1994 - October 17, 1996

CONCORD SERVICES L.L.C.

CRD#: 8085

CHICAGO, IL

Past

July 18, 1989 - September 10, 1992

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AZIMUTH CAPITAL MANAGEMENT

AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC | AZIMUTH CAPITAL MANAGEMENT LLC | AZIMUTH CAPITAL MANAGEMENT

CRD#: 319062 / SEC#: 801-123448

RIA

Registered Investment Advisory firm - (3/14/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(4/8/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/6/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/18/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 8/21/1989

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 7/15/1989

General Securities Representative Examination

Current Firm

AZIMUTH CAPITAL MANAGEMENT

AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC | AZIMUTH CAPITAL MANAGEMENT LLC | AZIMUTH CAPITAL MANAGEMENT

CRD#: 319062 / SEC#: 801-123448

RIA

Registered Investment Advisory firm - (3/14/2022 Approved)

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Contact information

Main Address

200 East Long Lake Road Suite 160, Bloomfield Hills, MI 48304

Mailing Address

Phone number

(248) 433-4000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AZIMUTH CAPITAL INVESTMENT MANAGEMENT LLC (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,566
AUM (Assets Under Management)	$ 3,826,396,548

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Alan L. Freeman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alan Lynn Freeman's CRS (Customer Relationship Summary).

Certified licenses

Experience

AZIMUTH CAPITAL MANAGEMENT LLC

FELDMAN SECURITIES GROUP L.L.C.

CONCORD SERVICES L.L.C.

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

AZIMUTH CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 6/6/1992

Series 63

Date: 7/18/1989

Series 3

Date: 8/21/1989

Series 7

Date: 7/15/1989

Current Firm

AZIMUTH CAPITAL MANAGEMENT

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AZIMUTH CAPITAL MANAGEMENT

TRUST BUT VERIFY

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