Overview
Assets Under Management: $213 million
Headquarters: WATERFORD, MI
High-Net-Worth Clients: 50
Average Client Assets: $1.3 million
Frequently Asked Questions
FINANCIAL FREEDOM HOUSE 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 #123430), FINANCIAL FREEDOM HOUSE is subject to fiduciary duty under federal law.
FINANCIAL FREEDOM HOUSE is headquartered in WATERFORD, MI.
FINANCIAL FREEDOM HOUSE serves 50 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, FINANCIAL FREEDOM HOUSE offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
FINANCIAL FREEDOM HOUSE manages $213 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, FINANCIAL FREEDOM HOUSE 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: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.89%
Average Client Assets: $1.3 million
Total Client Accounts: 533
Discretionary Accounts: 533
Regulatory Filings
CRD Number: 123430
Filing ID: 2079889
Last Filing Date: 2026-03-27 16:23:11