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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Freedom Advisory LLC
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| CRD # | 147546 |
| SEC # | 801-110235 |
| CIK # | |
| AUM | $697.8 M (2025-07-08) |
| Employees | 11 (45% Investors, 0% Brokers) |
| Phone | 787-792-3000 |
| Address | Centro Internacional de Mercadeo Guaynabo, PR 00968-8067 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 223 | 95.4 |
| (b) Individuals (high net worth individuals) | 142 | 533.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 71 | 33.9 |
| (h) Charitable organizations | 5 | 4.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 30.1 |
| (n) Other | 4 | 0.0 |
| Total | 805 | 697.8 |
| By Discretionary | ||
| Discretionary | 805 | 697.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 805 | 697.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 697.8 | |
| Total | 805 | 697.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bason Asset Management LLC
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|
CO | 0.7 |
|
Lakeridge Wealth Management LLC
✚
|
OH | 0.7 |
|
Sunburst Financial Group LLC
✚
|
AL | 0.7 |
|
Astoria Portfolio Advisors LLC
✚
|
NY | 0.7 |
|
Fiduciary Financial Group LLC
✚
|
CA | 0.7 |
|
Buttonwood Financial Group LLC
✚
|
MO | 0.7 |
|
Fiduciary Family Office LLC
✚
|
FL | 0.7 |
|
Ipswich Investment Management Company Inc
✚
|
MA | 0.7 |
|
Veracity Capital LLC
✚
|
GA | 0.7 |
|
DL Carlson Investment Group Inc
✚
|
NH | 0.7 |