FREEDOM ADVISORY

Centro Internacional De Mercadeo
90 Carr 165 Ste 505
Guaynabo, Puerto Rico 00968-8067
Tel: 787-792-3000

About FREEDOM ADVISORY

FREEDOM ADVISORY, formally registered with the SEC as FREEDOM ADVISORY. The firm was established in 04/03/2017. They have over 2 offices throughout the country.

FREEDOM ADVISORY is a Guaynabo, Puerto Rico based Financial Planning firm with nearly $697,771,861 assets under management, offering retirement planning & investment advisory services to 805 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	147546
SEC#	801-110235
Assets Managed by Firm	$697,771,861
No. of Clients	805
No. of Advisors	11

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	805	$697,771,861
Individuals (other than high net worth individuals)	223	$95,447,625
High net worth individuals	142	$533,919,289
Pension and profit sharing plans	71	$33,919,212
Charitable organizations	5	$4,374,693
Corporations or other businesses	10	$30,111,042

More Retirement Planning firms in Guaynabo, Puerto Rico:

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CATALYST CAPITAL ADVISORS LLC 53 Palmeras St, Suite 601 San Juan, PR, 00901	$7,908,935,832	18	12
APPLIED FINANCE CAPITAL MANAGEMENT, LLC 53 Calle Palmeras, Suite 601 San Juan, PR, 00901	$4,385,973,905	3147	3
ENHANCED PK SERVICES, LLC 1250 Avenue Ponce De Leon, Suite 301, Pmb 0501 San Juan, PR, 00907	$2,584,254,305	2	1
POPULAR SECURITIES, LLC Popular Center 208 Ponce De Leon, Suite 1200 Hato Rey, PR, 00918	$2,228,633,350	2530	95
RATIONAL ADVISORS, INC. 53 Palmeras St., Suite 601 San Juan, PR, 00901	$2,218,085,727	11	12

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