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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Financial Freedom for Dentists LLC
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|---|---|
| CRD # | 301981 |
| SEC # | 801-122541 |
| CIK # | |
| AUM | $138.0 M (2025-03-21) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 425-888-1911 |
| Address | 34627 SE Swenson Dr Snoqualmie, WA 98065 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 68 | 9.7 |
| (b) Individuals (high net worth individuals) | 55 | 85.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 26 | 42.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 566 | 138.0 |
| By Discretionary | ||
| Discretionary | 566 | 138.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 566 | 138.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 138.0 | |
| Total | 566 | 138.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Anchor Pointe Wealth Management LLC
✚
|
MO | 0.1 |
|
Strategic Wealth Advisors Group Inc
✚
|
MI | 0.1 |
|
Fiduciary Wealth Group LLC
✚
|
OH | 0.1 |
|
Onesource Advisors LLC
✚
|
CA | 0.1 |
|
Collective Wealth Advisors LLC
✚
|
TX | 0.1 |
|
Midwestern Financial LLC
✚
|
IA | 0.1 |
|
RBF Capital Management Inc
✚
|
FL | 0.1 |
|
Hardy Investment Inc
✚
|
0.1 | |
|
Legacy Wealth Advisors LLC
✚
|
MI | 0.1 |
|
FLP Wealth Management LLC
✚
|
AR | 0.1 |