AMERICAN FREEDOM INVESTMENTS, LLC
Firm details
- Headquarters
- WICHITA, Kansas
- CRD number
- 317335
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals57.23%
- HNWI42.77%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
American Freedom Investments, LLC is a small, privately owned advisory and insurance-brokerage firm that provides portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and serves a client base composed primarily of individual and family households. Its advisory work is integrated with insurance distribution, which helps explain the presence of annuity products in client portfolios. FINTRX flags the firm as not actively pursuing ESG mandates.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Exchange Traded Equities5%
- Cash & Cash Equivalents1%
Contacts
1 of 1Stacey Alan
Managing MemberCRD 7043620
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WICHITA, KS
SEDGWICK
Location
WICHITA, KS
Headquartered in WICHITA, KS, anchoring the Wichita-Winfield, KS metro in the Midwest.
- Metro area
- Wichita-Winfield, KS
- Region
- Midwest
- County
- SEDGWICK
- Address
- 8020 E Central Ave
- Time zone
- CT (UTC-6)
- Office locations
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