|
⚲
|
| Keyboard |
| True Freedom Investing LLC
✚
|
|
|---|---|
| CRD # | 322728 |
| SEC # | 801-126397 |
| CIK # | |
| AUM | 1,558.1 M (2026-06-11) |
| Employees | 15 (20% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 800-634-2008 |
| Address | 2000 John Loop Coeur Dalene, ID 83814 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,440 | 1,139.4 |
| (b) Individuals (high net worth individuals) | 212 | 418.6 |
| (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 | 6,652 | 1,558.1 |
| By Discretionary | ||
| Discretionary | 6,652 | 1,558.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,652 | 1,558.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,558.1 | |
| Total | 6,652 | 1,558.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Milliman Advisors LLC
✚
|
WA | 2,318.1 M |
|
Alliance Partners LLC
✚
|
MD | 1,943.6 M |
|
CIM Investment Management Inc
✚
|
PA | 1,275.3 M |
|
Hauser Retirement Solutions 2 LLC
✚
|
OH | 1,214.9 M |
|
Daybright Advisory Services Inc
✚
|
FL | 997.4 M |
|
RV Kuhns & Associates Inc
✚
|
OR | 827.9 M |
|
Investment Performance Services LLC
✚
|
GA | 763.7 M |
|
Bridge Capital Advisors
✚
|
TX | 687.3 M |
|
First Financial Coaching Inc
✚
|
MI | 670.6 M |
|
Capvisor Associates LLC
✚
|
633.1 M |