FINANCIAL FREEDOM
Firm details
- Headquarters
- CINCINNATI, Ohio
- CRD number
- 118772
- Registered since
- January 3, 2005
- Website
- finfree.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI97.89%
- Individuals2.11%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Financial Freedom is an independent registered investment adviser organized as an LLC and operating since 2005. The firm is individually owned and concentrates on serving individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its fee model includes asset-based charges as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not listed as a capital allocator; its primary business activity is client-facing advisory and wealth management rather than running proprietary funds.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities39%
- Public Funds/Mutual Funds24%
- US Government Bonds16%
- Investment Grade Corp Bonds13%
- Cash & Cash Equivalents7%
Owners & executives
2 of 2ALLEN OSGOOD
Chairman / Founder / Chief Investment OfficerCRD 2825858
ANDREW FEDERICO
Chief Investment OfficerCRD 4860854
Contacts
1 of 1ALLEN OSGOOD
PresidentCRD 4531333
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 229Active vs passive
$215M in ETFs
94%
$201M
4%
$13.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT) | Vanguard | Passive | Corporate Bond | $15.2M | 183,524 | 7.07% |
Location
CINCINNATI, OH
HAMILTON
Location
CINCINNATI, OH
Headquartered in CINCINNATI, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- HAMILTON
- Address
- 8044 Montgomery Rd
- Time zone
- ET (UTC-5)
- Office locations
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