Overview
Assets Under Management: $436 million
Headquarters: FRANKLIN, MA
High-Net-Worth Clients: 363
Average Client Assets: $881,265
Frequently Asked Questions
BYRNE FINANCIAL FREEDOM, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #167893), BYRNE FINANCIAL FREEDOM, LLC is subject to fiduciary duty under federal law.
BYRNE FINANCIAL FREEDOM, LLC is headquartered in FRANKLIN, MA.
BYRNE FINANCIAL FREEDOM, LLC serves 363 high-net-worth clients according to their SEC filing dated March 24, 2025. View client details ↓
According to their SEC Form ADV, BYRNE FINANCIAL FREEDOM, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
BYRNE FINANCIAL FREEDOM, LLC manages $436 million in client assets according to their SEC filing dated March 24, 2025.
According to their SEC Form ADV, BYRNE FINANCIAL FREEDOM, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 363
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.42
Average High-Net-Worth Client Assets: $881,265
Total Client Accounts: 1,657
Discretionary Accounts: 1,656
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 167893
Filing ID: 1959451
Last Filing Date: 2025-03-24 07:56:00
Website: https://lpl.com