Freedom Money Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 269935
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Cash & Cash Equivalents25%
Contacts
1 of 1
Stephen Corsano
Investment Adviser RepresentativeCRD 2703905
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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