FREEDOM FINANCIAL ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- SAN MATEO, California
- CRD number
- 170229
- Registered since
- March 31, 2025
Firm profile
FINTRXOverview
Freedom Financial Asset Management, LLC is a limited liability company that functions primarily as an adviser and seller of financial products. The firm is registered with the SEC as of 2025 and is organized as a domestic entity with individual ownership. Its regulatory profile lists its primary business activity as Other Financial Product Salesperson, and it does not present itself as an active ESG investor, pension consultant, or multi-state adviser. Investment activity at the firm centers on pooled and discretionary mandates rather than a broad retail client base. The firm advises at least one hedge fund and reports concentrated discretionary capital under management, indicating a focus on institutional-style accounts or large single-account relationships. Advisory offerings and fee arrangements are not documented beyond that business activity designation.
Assets & Accounts
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
Owners & executives
2 of 2MATTHEW MASON
Chief Compliance OfficerCRD 7928726
ANDREW HOUSSER
CEOCRD 2698500
Contacts
1 of 1Michael freedman
General CounselCRD 7040240
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN MATEO, CA
SAN MATEO
Location
SAN MATEO, CA
Headquartered in SAN MATEO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 1875 S Grant St
- Time zone
- PT (UTC-8)
- Office locations
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