Freedom Capital Advisors Inc

Overview

Freedom Capital Advisors Inc. is a privately owned advisory firm that focuses on portfolio management for individual and small-business clients. The firm charges fees as a percentage of assets under management and conducts advisory work through brokerage and financial-product distribution activities. According to its public profile, it does not position itself as a capital allocator and is not identified as an active ESG investor. The firm's target client base is individuals and families. Its services are oriented toward discretionary portfolio management rather than institutional or pension consulting mandates. Ownership is held by an individual rather than an institutional sponsor.

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Public Holdings

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Location & Offices