Freedom Money Management LLC

RIASEC Registered
Total AUM
$325K
Discretionary
$0
0% of AUM
Avg account
$65K
Accounts
5
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
269935
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Freedom Money Management LLC is a small, domestic limited liability company that provides financial planning and portfolio management services for individuals and small businesses. The firm charges fees as a percentage of assets under management and reports exclusively non-discretionary assets. It is not designated as an active ESG investor, is not a multistate adviser, does not act as a pension consultant, and is not identified as a capital allocator or related adviser in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Cash & Cash Equivalents 25%75%
  • Exchange Traded Equities75%
  • Cash & Cash Equivalents25%

Contacts

1 of 1
  • Stephen Corsano

    Stephen Corsano

    Investment Adviser RepresentativeCRD 2703905

Wealth teams

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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

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth