Freedom Financial Partners LLC

RIASEC Registered
Total AUM
$378M
Discretionary
$378M
100% of AUM
Avg account
$344K
Accounts
1,100
Employees
8
Advisory reps
5

Firm details

Headquarters
Oakdale, Minnesota
CRD number
327560
Registered since
September 19, 2023
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI82.15%
  • Individuals17.85%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Freedom Financial Partners LLC is an independent registered investment adviser organized as an LLC; it registered with the SEC in 2023. The firm describes itself as a capital allocator serving individual and family clients and charges a mix of percentage-of-AUM and fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm is affiliated with an insurance company and indicates it is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 73%, Exchange Traded Equities 13%, Cash & Cash Equivalents 6%, State & Local Bonds 4%, US Government Bonds 2%, Private Funds 2%73%
  • Public Funds/Mutual Funds73%
  • Exchange Traded Equities13%
  • Cash & Cash Equivalents6%
  • State & Local Bonds4%
  • US Government Bonds2%

Owners & executives

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Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 76

Active vs passive

$348M in ETFs

Passive

29%

$100M

Active

70%

$248M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD S&P 500 ETF (VOO)VanguardPassiveLarge Blend$32M45,6239.19%

Location

Primary office

Oakdale, MN

Washington

Location

Oakdale, MN

Headquartered in Oakdale, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Washington
Address
600 Inwood Ave N
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth