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FREEDOM ADVISORY
GUAYNABO, PR
787-792-3000
SEC #801-110235Total AUM
$880.6M
Employees
11Clients
528Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
CENTRO INTERNACIONAL DE MERCADEO
90 CARR 165 STE 505
GUAYNABO
PR 00968-8067
United States
90 CARR 165 STE 505
GUAYNABO
PR 00968-8067
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
787-792-3000
Other Offices
1
Financials
Total AUM
$880.6M
Accounts
938Discretionary
$880.6M
Accounts
938Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
257AUM
$81M
HNW Individual Clients
166AUM
$705.2M
Pension/Profit Sharing Plan Clients
83AUM
$47.9M
Charitable Organization Clients
5AUM
$4.4M
Corporation or Business Clients
9AUM
$42.2M
Other Clients
8AUM
$0
Description of Other Clients
401K PLANS
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLPRTXVI
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.