Overview
Assets Under Management: $2.1 billion
Headquarters: HARTFORD, CT
High-Net-Worth Clients: 11
Average Client Assets: $97 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.90
Average High-Net-Worth Client Assets: $97 million
Total Client Accounts: 11,770
Discretionary Accounts: 11,741
Non-Discretionary Accounts: 29
Regulatory Filings
CRD Number: 126052
Filing ID: 1926405
Last Filing Date: 2025-03-31 20:04:00
Website: https://freedomadvisors.com