FIELD FREEDOM ADVISORS

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
LA CRESCENTA, California
CRD number
281202
Fee structure
Percentage of AUM, Fixed Fees, Other
Services
Selection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Field Freedom Advisors operates as a small, corporate advisory practice that functions primarily as a capital allocator rather than as a traditional discretionary portfolio manager. The firm’s reported activities emphasize selecting third‑party managers and running educational seminars and workshops, suggesting its role is to source and monitor external managers and to provide investment education and counsel rather than to execute active, in‑house trading strategies. Investment preferences tilt toward using pooled vehicles and external managers for both public and private exposures. The firm is not an active ESG investor and is reported as not a multi‑state adviser, even though it maintains offices in more than one state. Fee arrangements include percentage‑of‑AUM billing, fixed fees and other fee types, which fits a consulting/selection model more than a single, wrap‑fee platform.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • JEFFREY FIELD

    PresidentCRD 1625374

  • JASON DIXON

    Investment Advisor RepresentativeCRD 4293142

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LA CRESCENTA, CA

LOS ANGELES

Location

LA CRESCENTA, CA

Headquartered in LA CRESCENTA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
3923 Foothill Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth