Freedom Asset Management Inc.
Firm details
- Headquarters
- ,
- CRD number
- 122939
- Fee structure
- Hourly Charges, Other
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Freedom Asset Management Inc. is an independent, individually owned registered investment adviser that serves individuals and families. The firm combines portfolio management for individual and small-business clients with insurance brokerage activity. Its stated fee approach includes hourly charges and other non-traditional fee arrangements rather than standard percentage-of-assets advisory fees. Filings indicate the firm does not position itself as a capital allocator, is not active on ESG mandates, and is not structured as a multi-state adviser.
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 Equities30%
- Other30%
- Cash & Cash Equivalents25%
- Public Funds/Mutual Funds15%
Contacts
1 of 1Lawrence Cohen
PresidentCRD 1439027
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations