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Building 2FREEDOM FINANCIAL PARTNERS LLC

Map pinOAKDALE, MN
Phone651-797-3532
NotebookSEC #801-128748
Total AUM
$377.9M
Employees
8
Clients
308

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 INWOOD AVE NORTH
STE 260
OAKDALE
MN 55128
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
651-797-3532

ReceiptFinancials

Total AUM
$377.9M
Accounts
1,100
Discretionary
$377.9M
Accounts
1,100
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
206
AUM
$67.5M
HNW Individual Clients
102
AUM
$310.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMNTXWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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