Overview
Assets Under Management: $166 million
Headquarters: SNOQUALMIE, WA
High-Net-Worth Clients: 57
Average Client Assets: $1.6 million
Frequently Asked Questions
FINANCIAL FREEDOM FOR DENTISTS 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 #301981), FINANCIAL FREEDOM FOR DENTISTS LLC is subject to fiduciary duty under federal law.
FINANCIAL FREEDOM FOR DENTISTS LLC is headquartered in SNOQUALMIE, WA.
FINANCIAL FREEDOM FOR DENTISTS LLC serves 57 high-net-worth clients according to their SEC filing dated March 11, 2026. View client details ↓
According to their SEC Form ADV, FINANCIAL FREEDOM FOR DENTISTS LLC offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
FINANCIAL FREEDOM FOR DENTISTS LLC manages $166 million in client assets according to their SEC filing dated March 11, 2026.
According to their SEC Form ADV, FINANCIAL FREEDOM FOR DENTISTS 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, Educational Seminars
Clients
Number of High-Net-Worth Clients: 57
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.76%
Average Client Assets: $1.6 million
Total Client Accounts: 468
Discretionary Accounts: 468
Regulatory Filings
CRD Number: 301981
Filing ID: 2044773
Last Filing Date: 2026-03-11 17:10:26