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Building 2FREEDOM FAMILY OFFICE, LLC

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Phone(855) 540-0400
NotebookSEC #801-119576
Total AUM
$162.1M
Employees
10
Clients
131

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(855) 540-0400
Other Offices
3

ReceiptFinancials

Total AUM
$162.1M
Accounts
216
Discretionary
$162.1M
Accounts
216
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
72
AUM
$18.8M
HNW Individual Clients
44
AUM
$95.2M
Pension/Profit Sharing Plan Clients
6
AUM
$837.9K
Charitable Organization Clients
1
AUM
$1.5M
Corporation or Business Clients
8
AUM
$45.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
THIRD PARTY ADVISER REFERRAL FEES

Shield checkCompliance

Disclosures
Felony Charge
State Registrations
AZCACOFLLANJNVNYPAPRVAWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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