Freedom Funds Management Co

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Assets, Funds, Holdings

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Freedom Funds Management Co
CRD #110785
SEC #801-28640
CIK #
AUM 1,904.4 M (2025-12-02)
Employees 9 (33% Investors, 33% Brokers)
Phone303-572-6990
Address1200 17th St
Denver, CO 80202-5808
Source [IAPD] [Website]
Total AUM ($M)
20001600120080040002000200820172026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 1,904.4
(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 1 1,904.4
By Discretionary
Discretionary 1 1,904.4
Non-Discretionary 0 0.0
Total 1 1,904.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,904.4
Total 1 1,904.4
Firm Profile (Form ADV)
Discretionary AUM$0.8B
Clients1
ServesInstitutional
LEI1,904,351,438.56
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