Freedom Funds Management Co
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Overview
Freedom Funds Management Co is a financial advisory firm that has its headquarters in Denver, Colorado. The company administers $1.7 billion in assets under management across one customer account, placing it among the biggest firms in the country by assets under management (AUM). Freedom Funds Management Co has a small team, including 3 financial advisors. Freedom Funds Management Co does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are exchangable financial assets like options, equities and bonds.
Freedom Funds Management Co oversees all of the firm's accounts on a discretionary basis. Discretionary management is a structure in which transaction decisions for the client's account are made by an investment advisor without requiring client consent. Freedom Funds Management Co oversees about $1.7 billion for each account. The typical advisor at Freedom Funds Management Co manages fewer than one client account, making it one of the most individualized advisor firms in the country.
Freedom Funds Management Co's central office is located at 1200 17Th St, Denver, Colorado 80202-5808. The company is legally permitted to serve clients in the state of Colorado.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Freedom Funds Management Co by the Numbers
$1.7 billion
7
1
$1.7 billion
Fee Structure
Financial advisory fees largely vary depending on which services are provided. Fees charged by Freedom Funds Management Co typically consist of the following fee structure: asset-based. The company does not provide a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company caters to investment companies. Freedom Funds Management Co's biggest client type by number of accounts is investment companies. None of the firm's clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Freedom Funds Management Co does not have any disclosures.
Please visit its Form ADV for more details.
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