Overview
Assets Under Management: $798 million
Headquarters: NEW ORLEANS, LA
High-Net-Worth Clients: 89
Average Client Assets: $3 million
Frequently Asked Questions
FREEGULLIVER, 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 #117040), FREEGULLIVER, LLC is subject to fiduciary duty under federal law.
FREEGULLIVER, LLC is headquartered in NEW ORLEANS, LA.
FREEGULLIVER, LLC serves 89 high-net-worth clients according to their SEC filing dated December 22, 2025. View client details ↓
According to their SEC Form ADV, FREEGULLIVER, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
FREEGULLIVER, LLC manages $798 million in client assets according to their SEC filing dated December 22, 2025.
According to their SEC Form ADV, FREEGULLIVER, LLC serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
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, Educational Seminars
Clients
Number of High-Net-Worth Clients: 89
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.47
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 767
Discretionary Accounts: 686
Non-Discretionary Accounts: 81
Regulatory Filings
CRD Number: 117040
Filing ID: 2035475
Last Filing Date: 2025-12-22 15:31:32
Website: 3