FREEDOM 3 CAPITAL LLC

Tower 49
12 East 49th Street, 27th Floor
New York, New York 10017
Tel: (212) 235-2160

About FREEDOM 3 CAPITAL LLC

FREEDOM 3 CAPITAL LLC, formally registered with the SEC as FREEDOM 3 CAPITAL LLC. The firm was established in 05/23/2014. They have over 3 offices throughout the country.

FREEDOM 3 CAPITAL LLC is a New York, New York based Financial Planning firm with nearly $1,114,082,236 assets under management, offering retirement planning & investment advisory services to 36 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170786
SEC#	801-79747
Assets Managed by Firm	$1,114,082,236
No. of Clients	36
No. of Advisors	17

Fee Structure

A percentage of AUM
Performance Based
Other (OFFSET PORTFOLIO COMPANY FEES; % OF OID/CLOSING FEES)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	36	$1,114,082,236

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