Byrne Financial Freedom, LLC
Firm details
- Headquarters
- Franklin, Massachusetts
- CRD number
- 167893
- Registered since
- March 28, 2016
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI77.14%
- Individuals20.41%
- Pension & Profit Sharing Plans2.09%
- Charitable Organizations0.25%
- Corporations / Businesses0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Byrne Financial Freedom, LLC is an independent, SEC-registered registered investment adviser that began registration in 2016 and is organized as an LLC with individual ownership. The firm charges clients on a percentage-of-AUM basis and identifies itself as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of outside advisers. Its client base spans individual and family clients as well as institutional relationships. The firm does not characterize itself as an active ESG investor.
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 Funds70%
- Exchange Traded Equities24%
- Non-Investment Grade Corp Bonds2%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
3 of 3
Joseph Byrne
CEO and Wealth AdvisorCRD 1901015
Brian Byrne
Chief Operating OfficerCRD 6744161
James Walsh
CIOCRD 844662
Contacts
3 of 5
Ryan McCormick
Financial AdvisorCRD 7123666
Jason Weiss
Wealth AdvisorCRD 5759562
Jessica Beckett
Director of Client ServicesCRD 7076515
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Franklin, MA
Norfolk
Location
Franklin, MA
Headquartered in Franklin, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Norfolk
- Address
- 11 East St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Titanium Advisors, LLC
RIAFranklin, MA
Range Rock Capital
RIAWellesley, MA
MAY Hill Capital, LLC
RIACohasset, MA
Napier Financial
RIABraintree, MA
Gray Private Wealth, LLC
RIACanton, MA
Harbourvest Registered Advisers
RIABoston, MA