Freedom Fiduciaries LLC

RIASEC RegisteredEst. 2024

Total AUM

$585M

Discretionary

$585M

100% of AUM

Avg account

$4.7M

Accounts

124

Employees

Advisory reps

Firm details

Headquarters: Boise, Idaho
CRD number: 323673
Registered since: April 22, 2024
Website: freedomfiduciaries.com
Custodians: EMPOWER, VOYA FINANCIAL ADVISORS, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans99.25%
Individuals0.75%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Freedom Fiduciaries LLC is a privately owned limited liability company that registered with the SEC in 2024 and functions as a capital allocator for both individual/family and institutional clients. The firm charges either a percentage of assets under management or fixed fees and offers portfolio-management services for individuals, small businesses and institutional clients. Its scope of advisory work includes pension consulting and selection of other advisers. Freedom Fiduciaries does not identify as an active ESG investor in the source data.