1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FREEDOM FINANCIAL ASSET MANAGEMENT, LLC

Map pinSAN MATEO, CA
Phone650-954-2444
NotebookSEC #801-110711
Total AUM
$116M
Employees
14
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1875 SOUTH GRANT STREET
SUITE 400
SAN MATEO
CA 94402
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
650-954-2444
Other Offices
1

ReceiptFinancials

Total AUM
$116M
Accounts
1
Discretionary
$116M
Accounts
1
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Pooled Vehicle Clients
1
AUM
$116M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator False Statement/Dishonesty
State Registrations
AZCA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account