FREESTYLE MANAGEMENT, L.L.C.

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DRIPPING SPRINGS, Texas
CRD number
321137

Firm profile

FINTRX

Overview

Freestyle Management, L.L.C. operates as a limited liability company with a focus on investment management. The firm does not classify itself under a specific category, indicating a broad approach to its investment strategies. Although it does not actively engage in ESG investing, it is involved in advising clients on various investment opportunities. The firm is not a capital allocator and does not operate as a multi-state adviser, suggesting a more localized focus in its advisory services.

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

1 of 1
  • Melanie McDaniel

    Founder and CEOCRD 7555137

Contacts

1 of 1
  • DEREK YODER

    Managing PartnerCRD 5452179

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DRIPPING SPRINGS, TX

HAYS

Location

DRIPPING SPRINGS, TX

Headquartered in DRIPPING SPRINGS, TX, in the South of the United States.

Region
South
County
HAYS
Address
4002 E Highway 290
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth