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Building 2FREEDOM ASSET MANAGEMENT

Map pinSPOKANE, WA
Phone5096066676
NotebookSEC #801-132831
Total AUM
$142M
Employees
2
Clients
420

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
605 E. HOLLAND AVE.
#215
SPOKANE
WA 99218
United States
Operating Hours
8:30 AM-4:30 PM; 8:30 AM-2:30 PM
MONDAY-THURSDAY; FRIDAY
Phone
5096066676
Other Offices
1

ReceiptFinancials

Total AUM
$142M
Accounts
420
Discretionary
$142M
Accounts
420
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
395
AUM
$69M
HNW Individual Clients
25
AUM
$73M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZIDUTWA

HandshakeAffiliates

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

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