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

Building 2FREEDOM WEALTH ALLIANCE

Map pinBROOKFIELD, WI
Phone262-798-7979
NotebookSEC #801-79331
Total AUM
$279.8M
Employees
12
Clients
711

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
675 NORTH BARKER ROAD
SUITE 220
BROOKFIELD
WI 53045
United States
Operating Hours
8:30 - 4:30
Monday - Friday
Phone
262-798-7979
Other Offices
4

ReceiptFinancials

Total AUM
$279.8M
Accounts
1,613
Discretionary
$278.7M
Accounts
1,600
Non-Discretionary
$1.1M
Accounts
13

ContactClients

View more in analytics →

Individual Clients
631
AUM
$171.2M
HNW Individual Clients
76
AUM
$103.8M
Pension/Profit Sharing Plan Clients
2
AUM
$3.9M
Charitable Organization Clients
2
AUM
$817K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/Revocation
State Registrations
AZCACOFLGAILLAMIMNTXWAWI

HandshakeAffiliates

View all affiliates →

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

Feature requires an account