|
⚲
|
| Freedom Funds Management Co
✚
|
|
|---|---|
| CRD # | 110785 |
| SEC # | 801-28640 |
| CIK # | |
| AUM | $1.7 BB (2022-12-05) |
| Employees | 7 (43% Investors, 43% Brokers) |
| Phone | 303-572-6990 |
| Address | 1200 17th St Denver, CO 80202-5808 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 1,690.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 1,690.8 |
| By Discretionary | ||
| Discretionary | 1 | 1,690.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 1,690.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,690.8 | |
| Total | 1 | 1,690.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
UBS Trust Company of Puerto Rico
✚
|
PR | 1.7 |
|
US Innovative Technology Capital Management LLC
✚
|
PA | 1.7 |
|
Radcliff Management LLC
✚
|
NY | 1.7 |
|
Frontegra Asset Management Inc
✚
|
IL | 1.7 |
|
Infrared Capital Partners US LLC
✚
|
NY | 1.7 |
|
Bluestem Asset Management LLC
✚
|
VA | 1.7 |
|
Weathergage Capital LLC
✚
|
TX | 1.7 |
|
MLC Asset Management US LLC
✚
|
NY | 1.7 |
|
Ranger Global Real Estate Advisors LLC
✚
|
NY | 1.7 |
|
New England Retirement Consultants LLC
✚
|
MA | 1.6 |