Freedom Funds Management Co
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
FINTRXOverview
Freedom Funds Management Co. is a privately owned corporate adviser that has been SEC-registered since 1987. It operates as an institutional RIA focused on portfolio management for investment companies and charges fees as a percentage of assets under management. The firm reports an institutional client base and does not identify itself as an active ESG investor, a pension consultant, a capital allocator, or a multi-state adviser. Freedom Funds Management Co. lists a banking or thrift institution among its industry affiliations.
Assets & Accounts
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
Contacts
1 of 1Fred Kelly
Registered RepresentativeCRD 716207
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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