FREEDOM MOUNTAIN INVESTMENTS

FREEDOM MOUNTAIN INVESTMENTS is an SEC-registered investment adviser (CRD 141745). Regulatory assets under management: $11.5M.

Registration

• CRD: 141745
• Type: Registered investment adviser
• Phone: 215-219-7599
• Latest filing: 2026-01-19
• Regulatory AUM: $11.5M
• Discretionary AUM: $9.2M
• Non-discretionary AUM: $2.3M
• Clients: 1
• Accounts: 10

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141745 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search