Overview
Assets Under Management: $248 million
Headquarters: BROOKFIELD, WI
High-Net-Worth Clients: 147
Average Client Assets: $0.7 million
Frequently Asked Questions
FREEDOM WEALTH ALLIANCE 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 #170456), FREEDOM WEALTH ALLIANCE is subject to fiduciary duty under federal law.
FREEDOM WEALTH ALLIANCE is headquartered in BROOKFIELD, WI.
FREEDOM WEALTH ALLIANCE serves 147 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, FREEDOM WEALTH ALLIANCE offers financial planning and portfolio management for individuals. View all service details ↓
FREEDOM WEALTH ALLIANCE manages $248 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, FREEDOM WEALTH ALLIANCE serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 147
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.52%
Average Client Assets: $0.7 million
Total Client Accounts: 1,395
Discretionary Accounts: 1,383
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 170456
Filing ID: 1196492
Last Filing Date: 2018-03-29 10:30:00