Freedom Capital Management, Inc.
RIASEC Registered
Total AUM
$12M
Discretionary
$12M
100% of AUM
Avg account
$267K
Accounts
45
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 138256
- Website
- freedomcapitalmanagement.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Freedom Capital Management, Inc. is a small, privately owned corporate advisory firm that serves individual and family clients. The firm operates as a broker-dealer while providing portfolio management for individuals and small businesses, charging clients on a percentage-of-AUM basis. It is organized under individual ownership and does not position itself as a multi-state or ESG-focused 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 Equities85%
- Cash & Cash Equivalents10%
Contacts
1 of 1Guy Woolley
Portfolio Manager, Financial AdvisorCRD 4327534
Wealth 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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