FREEDOM FUNDS MANAGEMENT CO

RIASEC RegisteredEst. 1987
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$1.9B
Accounts
1
Employees
9
Advisory reps
1

Firm details

Headquarters
DENVER, Colorado
CRD number
110785
Registered since
January 16, 1987
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Freedom Funds Management Co. operates as a corporation and has been registered with the SEC since 1987. The firm primarily focuses on portfolio management for investment companies, catering to an institutional client base. Freedom Funds Management Co. employs a fee structure based on a percentage of assets under management, which aligns its interests with those of its clients. The firm does not engage in capital allocation or serve as a pension consultant, and it is not classified as an ESG investor. Its classification remains unclassified, indicating a unique position within the financial advisory landscape.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • FRED KELLY

    Registered RepresentativeCRD 716207

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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Location

Primary office

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
1200 17th St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth