|
⚲
|
| Freedom Fiduciaries LLC
✚
| |
|---|---|
| CRD # | 323673 |
| SEC # | 801-129892 |
| CIK # | |
| AUM | $331.6 MM (2024-08-23) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 208-900-4331 |
| Address | 250 S 5th St Boise, ID 83702 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4 | 1.3 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 76 | 330.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 80 | 331.6 |
| By Discretionary | ||
| Discretionary | 69 | 310.8 |
| Non-Discretionary | 11 | 20.8 |
| Total | 80 | 331.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 331.6 | |
| Total | 80 | 331.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Smith Financial Investment Advisors Inc
✚
|
IN | 0.3 |
|
Capasso Planning Partners LLC
✚
|
SC | 0.3 |
|
Signature Wealth Management Partners LLC
✚
|
NJ | 0.3 |
|
Alphaq Advisors LLC
✚
|
FL | 0.3 |
|
Joule Financial LLC
✚
|
KY | 0.3 |
|
Trueblood Wealth Management LLC
✚
|
OH | 0.3 |
|
Reedmark Advisors LLC
✚
|
NJ | 0.3 |
|
Camarda Financial Advisors LLC
✚
|
FL | 0.3 |
|
Spielberger & Brooks Inc
✚
|
NY | 0.3 |
|
Yukon Wealth Management Inc
✚
|
KS | 0.3 |