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FREEPORT FINANCIAL PARTNERS LLC

200 South Wacker Drive
Suite 925
Chicago, Illinois 60606-3916
Tel: 312-281-4600

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About FREEPORT FINANCIAL PARTNERS LLC

FREEPORT FINANCIAL PARTNERS LLC, formally registered with the SEC as FREEPORT FINANCIAL PARTNERS LLC. The firm was established in 05/07/2013. They have over 2 offices throughout the country.

FREEPORT FINANCIAL PARTNERS LLC is a Chicago, Illinois based Financial Planning firm with nearly $3,372,543,237 assets under management, offering retirement planning & investment advisory services to 17 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#166682
SEC#801-77952
Assets Managed by Firm$3,372,543,237
No. of Clients17
No. of Advisors21

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total17$3,372,543,237

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