FREEDOM FINANCIAL ASSET MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SAN MATEO, California
CRD number
170229
Registered since
March 31, 2025

Firm profile

FINTRX

Overview

Freedom Financial Asset Management, LLC is a limited liability company that functions primarily as an adviser and seller of financial products. The firm is registered with the SEC as of 2025 and is organized as a domestic entity with individual ownership. Its regulatory profile lists its primary business activity as Other Financial Product Salesperson, and it does not present itself as an active ESG investor, pension consultant, or multi-state adviser. Investment activity at the firm centers on pooled and discretionary mandates rather than a broad retail client base. The firm advises at least one hedge fund and reports concentrated discretionary capital under management, indicating a focus on institutional-style accounts or large single-account relationships. Advisory offerings and fee arrangements are not documented beyond that business activity designation.

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

Owners & executives

2 of 2
  • MATTHEW MASON

    Chief Compliance OfficerCRD 7928726

  • ANDREW HOUSSER

    CEOCRD 2698500

Contacts

1 of 1
  • Michael freedman

    General CounselCRD 7040240

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN MATEO, CA

SAN MATEO

Location

SAN MATEO, CA

Headquartered in SAN MATEO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN MATEO
Address
1875 S Grant St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth