S
Sitman, Freed & Co. LLP
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
100
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
100
Very HighAverage account size
$0
About
Sitman, Freed & Co. LLP is a licensed Certified Public Accounting firm that provides accounting, tax, and related professional services to individual and entity clients. The firm is also registered as an investment adviser but does not provide investment management directly; instead it refers clients to a broker‑dealer/adviser for securities and advisory services.
Under a solicitor arrangement, the firm introduces clients to Morgan Stanley Smith Barney, whose financial advisors provide investment recommendations, account reviews, custody, and proxy voting. Sitman, Freed does not exercise investment discretion, hold client funds or securities, or make specific investment recommendations on behalf of clients.
Distinctive for its category, the firm’s principal business is accounting and tax work and the RIA activity is ancillary — the principal devotes essentially all time to the accounting practice and only a minimal portion to soliciting for the broker‑dealer. The firm does not sponsor or advise private funds and is compensated through referral arrangements with the broker‑dealer rather than charging advisory fees directly to clients.
Client services
Limited to referring and introducing clients to financial advisor of broker who provides ia services to my clients
Limited to referring and introducing clients to financial advisor of broker who provides ia services to my clients
Main office location
Sitman, Freed & Co. LLP
1200 Bustleton Pike, Suite 6
Feasterville PA 19053-4108, United States
Number of offices
0
Most active in
Sitman, Freed & Co. LLP has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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