Freedom Asset Management

RIASEC Registered
Total AUM
$142M
Discretionary
$142M
100% of AUM
Avg account
$338K
Accounts
420
Employees
2
Advisory reps
1

Firm details

Headquarters
Spokane, Washington
CRD number
335660
Registered since
May 27, 2025
Website
www.freedomasset.net
Custodians
LPL FINANCIAL LLC
Fee structure
Percentage of AUM
Client types
  • HNWI51.41%
  • Individuals48.59%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Freedom Asset Management is a privately owned limited liability company operating as an independent registered investment adviser. The firm is SEC-registered (registration recorded in 2025) and charges clients on a percentage-of-assets-under-management basis. Its stated client focus is individuals and families, and its advisory menu includes financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm is listed as an owner-type “Individual” and does not identify itself as a capital allocator or an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 65%, Public Funds/Mutual Funds 25%, Derivatives 5%, State & Local Bonds 3%, Cash & Cash Equivalents 2%65%
  • Exchange Traded Equities65%
  • Public Funds/Mutual Funds25%
  • Derivatives5%
  • State & Local Bonds3%
  • Cash & Cash Equivalents2%

Contacts

1 of 1

  • Brandon Michaelsen

    Partner, Financial AdvisorCRD 5158309

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Spokane, WA

Spokane

Location

Spokane, WA

Headquartered in Spokane, WA, anchoring the Spokane-Spokane Valley-Coeur d'Alene, WA-ID metro in the West.

Metro area
Spokane-Spokane Valley-Coeur d'Alene, WA-ID
Region
West
County
Spokane
Address
605 E Holland Ave
Time zone
PT (UTC-8)
Office locations

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