Financial Freedom Advisors, LLC
RIAState Registered
Total AUM
$17M
Discretionary
$17M
100% of AUM
Avg account
$155K
Accounts
110
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 170963
- Website
- www.ffadvisorservices.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Financial Freedom Advisors, LLC is an independent, individual-owned registered investment adviser that provides fee-based portfolio management and financial planning primarily for individual and family clients. The firm charges a percentage of assets under management and focuses on discretionary portfolio relationships for individuals and small businesses. It does not identify as an ESG investor, is not a multistate adviser, and does not position itself as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds60%
- Exchange Traded Equities25%
- US Government Bonds10%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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