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FREEDOM ADVISORY
FREEDOM ADVISORY, LLC
CRD 147546 · SEC 801-110235
CENTRO INTERNACIONAL DE MERCADEO, 90 CARR 165 STE 505, GUAYNABO, PR, 00968-8067, United States
Phone
787-792-3000
Fax
787-277-0218
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$880.6M
Discretionary AUM
$880.6M
Team
11 total employees; 6 advisory reps; 18 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 257 | $81.0M |
| High net worth individuals | 166 | $705.2M |
| Pension/profit sharing plans | 83 | $47.9M |
| Charitable organizations | 5 | $4.4M |
| Corporations/business entities | 9 | $42.2M |
States served
PR, VI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD