FREEDOM FIDUCIARIES LLC

RIASEC RegisteredEst. 2024

Total AUM

$585M

Discretionary

$585M

100% of AUM

Avg account

$4.7M

Accounts

124

Employees

Advisory reps

Firm details

Headquarters: BOISE, Idaho
CRD number: 323673
Registered since: April 22, 2024
Website: freedomfiduciaries.com
Custodians: EMPOWER, VOYA FINANCIAL ADVISORS, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Pension & Profit Sharing Plans99.25%
Individuals0.75%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Freedom Fiduciaries LLC is a limited liability company that became an SEC-registered investment adviser in 2024. The firm is owned by an individual and acts as a capital allocator for both individual & family and institutional clients. Its advisory services include portfolio management for individuals/small businesses and for businesses or institutions, pension consulting, and selection of third‑party advisers. Compensation is a mix of percentage‑of‑AUM fees and fixed fees. The firm does not identify as an active ESG investor and is not presented as a multi‑state adviser.