Adviser Profile

As of Date 04/02/2025
Registration status Registration Changed to FREEDOM FINANCIAL ASSET MANAGEMENT, LLC
ADV Location SAN MATEO, CA, United States
Contact Info 602 xxxxxxx
Websites
AUM* 758,016,212 6%
of that, discretionary 758,016,212 6%
Number of Employees 17
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 758,016,212 6%
SMA’s No
Private Funds 0 1

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

758M 650M 541M 433M 325M 217M 108M
2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary