FIELD FREEDOM ADVISORS
Firm details
- Headquarters
- LA CRESCENTA, California
- CRD number
- 281202
- Website
- field.adxleader.com
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Services
- Selection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Field Freedom Advisors operates as a small, corporate advisory practice that functions primarily as a capital allocator rather than as a traditional discretionary portfolio manager. The firm’s reported activities emphasize selecting third‑party managers and running educational seminars and workshops, suggesting its role is to source and monitor external managers and to provide investment education and counsel rather than to execute active, in‑house trading strategies. Investment preferences tilt toward using pooled vehicles and external managers for both public and private exposures. The firm is not an active ESG investor and is reported as not a multi‑state adviser, even though it maintains offices in more than one state. Fee arrangements include percentage‑of‑AUM billing, fixed fees and other fee types, which fits a consulting/selection model more than a single, wrap‑fee platform.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2JEFFREY FIELD
PresidentCRD 1625374
JASON DIXON
Investment Advisor RepresentativeCRD 4293142
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LA CRESCENTA, CA
LOS ANGELES
Location
LA CRESCENTA, CA
Headquartered in LA CRESCENTA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 3923 Foothill Blvd
- Time zone
- PT (UTC-8)
- Office locations
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