FREEDOM FINANCIAL ASSET MANAGEMENT, LLC

1875 South Grant Street
Suite 400
San Mateo, California 94402
Tel: 650-954-2444

About FREEDOM FINANCIAL ASSET MANAGEMENT, LLC

FREEDOM FINANCIAL ASSET MANAGEMENT, LLC, formally registered with the SEC as FREEDOM FINANCIAL ASSET MANAGEMENT, LLC. The firm was established in 06/26/2017. They have over 2 offices throughout the country.

FREEDOM FINANCIAL ASSET MANAGEMENT, LLC is a San Mateo, California based Financial Planning firm with nearly $758,016,212 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170229
SEC#	801-110711
Assets Managed by Firm	$758,016,212
No. of Clients	1
No. of Advisors	17

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	1	$758,016,212

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