RIA Intel›Advisers›Pennsylvania›FREEDOM ASSET MANAGEMENT INC.

FREEDOM ASSET MANAGEMENT INC.

Advisory

PA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in PA
#1,478
of 1,528 advisers by AUM
Average account
$30K
across 53 accounts
AUM per adviser
$2M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$2M
Discretionary %
0%
Clients
53
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$2M
Discretionary AUM$0
Non-Discretionary AUM$2M
Discretionary %0%
Total Clients53
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InPA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

LATHAM FINANCIAL LLC
$2M
SELKER, RICHARD ALBERT
PITTSBURGH, PA
$2M
-96.0% 1Y
WEALTHN LLC
NEWTOWN SQUARE, PA
$2M
-76.1% 1Y
CITY INVESTMENT ADVISORS, INC.
LANGHORNE, PA
$2M
JURA INVESTMENTS, LLC
KING OF PRUSSIA, PA
$1M
EASTMONT LLC
$2M

Get the full picture on FREEDOM ASSET MANAGEMENT INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track FREEDOM ASSET MANAGEMENT INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans