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FREEDOM FAMILY OFFICE, LLC
CRD 310275 · SEC 801-119576
AZ, United States
Phone
(855) 540-0400
Fax
(855) 540-0401
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$162.1M
Discretionary AUM
$162.1M
Team
10 total employees; 5 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; THIRD PARTY ADVISER REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersFAMILY OFFICE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 72 | $18.8M |
| High net worth individuals | 44 | $95.2M |
| Pension/profit sharing plans | 6 | $838K |
| Corporations/business entities | 8 | $45.8M |
States served
AZ, CA, CO, LA, NV, NJ, NY, PA, PR, VA, WA, FL
All web addresses on file
Official SEC filing: View on IAPD