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

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