FINANCIAL FREEDOM HOUSE

6515 Highland Rd
Suite 240
Waterford, Michigan 48327-1668
Tel: 248-673-2900

About FINANCIAL FREEDOM HOUSE

FINANCIAL FREEDOM HOUSE, formally registered with the SEC as FINANCIAL FREEDOM HOUSE. The firm was established in 08/09/2018. They have over 3 offices throughout the country.

FINANCIAL FREEDOM HOUSE is a Waterford, Michigan based Financial Planning firm with nearly $174,480,389 assets under management, offering retirement planning & investment advisory services to 981 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	123430
SEC#	801-113800
Assets Managed by Firm	$174,480,389
No. of Clients	981
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	981	$174,480,389
Individuals (other than high net worth individuals)	478	$82,161,838
High net worth individuals	32	$42,456,554
Pension and profit sharing plans	11	$49,861,997

More Retirement Planning firms in Waterford, Michigan:

Firm Name	Assets Under Management	Total Clients	Total Advisors
JACKSON NATIONAL ASSET MANAGEMENT, LLC 1 Corporate Way Lansing, MI, 48951	$246,667,042,077	132	164
PLANTE MORAN FINANCIAL ADVISORS 3000 Town Center, Suite 100 Southfield, MI, 48075	$20,526,058,796	17010	134
OA PRIVATE CAPITAL 200 Monroe Avenue Nw, Suite 500 Grand Rapids, MI, 49503	$20,209,044,347	85	74
YOUSIF CAPITAL MANAGEMENT, LLC 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304	$15,029,547,343	412	15
BRICKTOWN CAPITAL, LLC 600 E. Lafayette Blvd Detroit, MI, 48226	$11,989,880,000	105	31

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