US FREEDOM CAPITAL ADVISORS LLC

RIASEC Registered
Total AUM
$325K
Discretionary
$271K
83% of AUM
Avg account
$20.3K
Accounts
16
Employees
1
Advisory reps
1

Firm details

Headquarters
RICHARDSON, Texas
CRD number
283481
Custodians
MORGAN STANLEY & CO. LLC, PROSPERITY BANK
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Other83.33%
  • Pooled Investment Vehicles16.67%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

US Freedom Capital Advisors LLC is organized as an LLC and is classified in the dataset as a private equity fund manager that also provides advisory services to institutional clients. The firm acts as sponsor/GP and managing member of pooled investment vehicles and offers portfolio management for both individuals/small businesses and pooled vehicles. Fees are charged through a mix of AUM-based percentages, hourly billing and fixed fees. The firm reports it is not an active ESG investor, is not multi-state, and does not identify as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 99%, Cash & Cash Equivalents 1%99%
  • Public Funds/Mutual Funds99%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • DAVID GUNDERSON

    Founding PartnerCRD 6191146

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

RICHARDSON, TX

DALLAS

Location

RICHARDSON, TX

Headquartered in RICHARDSON, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
3400 N Central Expy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth