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Home > Retirement Planners > florida > parkland > FREEDOM FAMILY OFFICE, LLC
FREEDOM FAMILY OFFICE, LLC
12178 Nw 69 Court
Parkland, Florida 33076
Tel: (855) 540-0400
About FREEDOM FAMILY OFFICE, LLC
FREEDOM FAMILY OFFICE, LLC, formally registered with the SEC as FREEDOM FAMILY OFFICE, LLC. The firm was established in 10/02/2020. They have over 6 offices throughout the country.
FREEDOM FAMILY OFFICE, LLC is a Parkland, Florida based Financial Planning firm with nearly $140,000,972 assets under management, offering retirement planning & investment advisory services to 163 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310275 |
| SEC# | 801-119576 |
| Assets Managed by Firm | $140,000,972 |
| No. of Clients | 163 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (THIRD PARTY ADVISER REFERRAL FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (FAMILY OFFICE SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 163 | $140,000,972 |
| Individuals (other than high net worth individuals) | 38 | $10,921,652 |
| High net worth individuals | 37 | $73,810,553 |
| Pension and profit sharing plans | 6 | $1,059,128 |
| Charitable organizations | 1 | $1,072,529 |
| Corporations or other businesses | 13 | $53,137,110 |
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