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FINANCIAL FREEDOM FOR DENTISTS LLC

CRD 301981 · SEC 801-122541

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34627 SE SWENSON DR., SUITE 100, SNOQUALMIE, WA, 98065, United States

Phone

425-888-1911

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$165.6M

Discretionary AUM

$165.6M

Team

3 total employees; 3 advisory reps; 6 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-11

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingEducational seminars

Client types

TypeClientsAUM
Individuals79$11.5M
High net worth individuals57$92.3M
Pension/profit sharing plans24$61.8M

States served

ID, MT, OR, WA

All web addresses on file

Official SEC filing: View on IAPD