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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Freedom Financial Partners LLC
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|---|---|
| CRD # | 327560 |
| SEC # | 801-128748 |
| CIK # | 0001798351, 0002054598 |
| AUM | $300.9 M (2025-02-27) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 651-797-3532 |
| Address | 600 Inwood Ave North Oakdale, MN 55128 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 12.2 | ||
| Ecolab Inc | 3.3 | ||
| Carey W P & Co LLC | 2.8 | ||
| ARK 21Shares Bitcoin ETF | 1.8 | ||
| Amazon Com Inc | 1.6 | ||
| Entegris Inc | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 193 | 58.5 |
| (b) Individuals (high net worth individuals) | 89 | 242.4 |
| (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 | 0 | 0.0 |
| (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 | 957 | 300.9 |
| By Discretionary | ||
| Discretionary | 957 | 300.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 957 | 300.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 300.9 | |
| Total | 957 | 300.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001798351] | |
| 13F-HR | [0002054598] |
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