Freedom Advisory

Trust Score 86%
Trust Score info_outline

Last updated: August 11th, 2019. Data source: SEC filings.


Freedom Advisory, federally registered in 2017, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 4 advisors. Freedom Advisory manages $209.1 million and provides investment advisory services for 249 clients (1:63 advisor/client ratio). This firm does not have a disciplinary history.


View More keyboard_arrow_down


View More keyboard_arrow_down

Download PDF

Firm Information

Feature Value
Minimum Investment $100,000
Average Client Balance $839,939
Hybrid Advisor No
Disciplinary History No
Total AUM $209.1 million
Advisor / Client Ratio 1:63
Headquarters Guaynabo, PR
SEC Filings Forms and Brochures    (CRD # 147546)
State(s) Registered FL, PR, TX

Questions & Answers

Get answers about Freedom Advisory

Ask a question question_answer