FREEDOM FINANCIAL ADVISORS

FREEDOM FINANCIAL ADVISORS is an SEC-registered investment adviser (CRD 330516). Regulatory assets under management: $1.5M.

Registration

• CRD: 330516
• Type: Registered investment adviser
• Phone: (340)514-9506
• Latest filing: 2026-03-31
• Regulatory AUM: $1.5M
• Discretionary AUM: $1.5M
• Clients: 1
• Accounts: 19

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330516 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search