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BYRNE FINANCIAL FREEDOM, LLC
CRD 167893 · SEC 801-107534
11 EAST STREET, FRANKLIN, MA, 02038, United States
Phone
508-528-9366
Fax
508-528-9369
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$546.4M
Discretionary AUM
$546.4M
Team
11 total employees; 6 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 578 | $111.5M |
| High net worth individuals | 378 | $421.5M |
| Pension/profit sharing plans | 11 | $11.4M |
States served
CA, GA, ME, MA, NJ, NY, PA, RI, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD