Freedom Capital Management
RIAState Registered
Total AUM
$13.3M
Discretionary
$0
0% of AUM
Avg account
$458K
Accounts
29
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 313926
- Website
- freedomcapmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.69%
- Individuals1.31%
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Freedom Capital Management is an independent RIA organized as an LLC that serves individual and family clients. The firm operates on a percentage-of-AUM fee model and provides financial planning and the selection of other advisers. It identifies itself as a capital allocator, meaning it places client assets with external managers when appropriate. The adviser does not describe itself as an active ESG investor and is not organized as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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