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| Byrne Financial Freedom LLC
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|---|---|
| CRD # | 167893 |
| SEC # | 801-107534 |
| CIK # | 0002063947 |
| AUM | 546.4 M (2026-06-05) |
| Employees | 11 (55% Investors, 55% Brokers) |
| Fees | |
| Minimum | |
| Phone | 508-528-9366 |
| Address | 11 East Street Franklin, MA 02038 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 18.7 | ||
| Alphabet Inc | 17.6 | ||
| Microsoft Corp | 7.7 | ||
| Palantir Technologies Inc | 7.5 | ||
| Wal Mart Stores Inc | 7.5 | ||
| Micron Technology Inc | 7.4 | ||
| Nuveen Amt-Free Quality Municipal Income Fund | 7.2 | ||
| Apple Inc | 6.6 | ||
| ETFS Silver Trust | 5.2 | ||
| Facebook Inc | 3.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 578 | 111.5 |
| (b) Individuals (high net worth individuals) | 378 | 421.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 11.4 |
| (h) Charitable organizations | 0 | 1.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,676 | 546.4 |
| By Discretionary | ||
| Discretionary | 1,676 | 546.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,676 | 546.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.2 | |
| United States Persons | 544.2 | |
| Total | 1,676 | 546.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002063947] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
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|---|---|---|
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