← Back to searchVisit website
FINANCIAL FREEDOM
FINANCIAL FREEDOM, LLC
CRD 118772 · SEC 801-63647
8044 MONTGOMERY ROAD, SUITE 700, CINCINNATI, OH, 45236, United States
Phone
513-697-6400
Fax
513-697-6410
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$443.2M
Discretionary AUM
$0
Team
4 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $9.4M |
| High net worth individuals | 96 | $433.8M |
States served
ME, NY, OH, PA, NH, FL
All web addresses on file
Official SEC filing: View on IAPD