Freedom Asset Management
Firm details
- Headquarters
- Spokane, Washington
- CRD number
- 335660
- Registered since
- May 27, 2025
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI51.41%
- Individuals48.59%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Freedom Asset Management is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm is owner-operated and focuses on individual and family clients, charging fees as a percentage of assets under management. Its advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. Freedom does not position itself as a capital allocator and is not an active ESG investor.
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
- Exchange Traded Equities65%
- Public Funds/Mutual Funds25%
- Derivatives5%
- State & Local Bonds3%
- Cash & Cash Equivalents2%
Contacts
1 of 1Brandon Michaelsen
Partner, Financial AdvisorCRD 5158309
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Spokane, WA
Spokane
Location
Spokane, WA
Headquartered in Spokane, WA, anchoring the Spokane-Spokane Valley-Coeur d'Alene, WA-ID metro in the West.
- Metro area
- Spokane-Spokane Valley-Coeur d'Alene, WA-ID
- Region
- West
- County
- Spokane
- Address
- 605 E Holland Ave
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Vorpahl Wing Advisors, Inc.
RIASpokane, WA
Integrity Wealth Management, Inc.
RIASpokane, WA
917 Advisory Services LLC
RIASpokane, WA
Stewardship Concepts Financial Services LLC
RIASpokane, WA
Signia Capital Management
RIASpokane, WA
Selkirk Wealth Advisors, LLC
RIASpokane, WA