Financial Freedom

Trust Score 95%
Trust Score info_outline

Last updated: August 21st, 2019. Data source: SEC filings.


Financial Freedom, federally registered in 2005, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 2 advisors. Financial Freedom manages $252.6 million and provides investment advisory services for 95 clients (1:48 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $2,658,526
Hybrid Advisor No
Disciplinary History No
Total AUM $252.6 million
Advisor / Client Ratio 1:48
Headquarters Cincinnati, OH
SEC Filings Forms and Brochures    (CRD # 118772)
State(s) Registered FL, ME, OH, PA

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