Freedom Value Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 330875
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI49.73%
- Charitable Organizations41.34%
- Individuals4.91%
- Corporations / Businesses4.03%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Freedom Value Partners, LLC is an independent registered investment adviser organized as an LLC that focuses on individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses, charging fees based on a percentage of assets under management and other fee arrangements. It operates as a single-owner (individual) practice and does not identify as an ESG-focused, multi-state, pension consultant, related adviser, or capital allocator in the provided data.
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 Funds12%
- Investment Grade Corp Bonds8%
- State & Local Bonds7%
- US Government Bonds5%
Contacts
2 of 2
Vicki Hohenstein
Founder and Managing MemberCRD 866933
Billie Mcclain
Senior Vice President and Portfolio ManagerCRD 5995173
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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