Overview
Assets Under Management: $142 million
Headquarters: SPOKANE, WA
High-Net-Worth Clients: 25
Average Client Assets: $2.9 million
Frequently Asked Questions
FREEDOM ASSET MANAGEMENT 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 #335660), FREEDOM ASSET MANAGEMENT is subject to fiduciary duty under federal law.
FREEDOM ASSET MANAGEMENT is headquartered in SPOKANE, WA.
FREEDOM ASSET MANAGEMENT serves 25 high-net-worth clients according to their SEC filing dated January 22, 2026. View client details ↓
According to their SEC Form ADV, FREEDOM ASSET MANAGEMENT offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
FREEDOM ASSET MANAGEMENT manages $142 million in client assets according to their SEC filing dated January 22, 2026.
According to their SEC Form ADV, FREEDOM ASSET MANAGEMENT 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
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.41%
Average Client Assets: $2.9 million
Total Client Accounts: 420
Discretionary Accounts: 420
Regulatory Filings
CRD Number: 335660
Filing ID: 2044288
Last Filing Date: 2026-01-22 17:39:21