US FREEDOM CAPITAL ADVISORS LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
Contacts
1 of 1DAVID GUNDERSON
Founding PartnerCRD 6191146
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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