RIA Intel›Advisers›California›FREEDOM FINANCIAL ASSET MANAGEMENT, LLC

FREEDOM FINANCIAL ASSET MANAGEMENT, LLC

Advisory

N·SAN MATEO, CA

Data as of Jun 14, 2024 · Source: SEC Form ADV

Total AUM
$116M
1-Year AUM Growth
+8.0%
3-Year CAGR
+7.3%
Employees
1
Assets Under Management
Total AUM$116M
Discretionary AUM$116M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1
Team
Total Employees1
Investment Advisers14
Employee Growth (1Y)-50.0%
Filing History
Total Filings on Record17
First FilingMay 25, 2017
Latest FilingJun 14, 2024
🔒 Full AUM trend chart and 17 historical filings spanning 7+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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