Freedom Money Management LLC
RIAState 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
FINTRXOverview
Freedom Money Management LLC is a small, domestic limited liability company that provides fee-based financial planning and portfolio management for individuals and small businesses. The firm charges clients a percentage of assets under management and reports no active ESG investing program. It is not registered as a multi-state adviser, is not a pension consultant, and does not identify itself as a related adviser. The firm’s profile classifies it as "unclassified" and indicates it does not operate as a capital allocator.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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