BYRNE FINANCIAL FREEDOM, LLC
Adviser information for BYRNE FINANCIAL FREEDOM, LLC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Massachusetts, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 6 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,552 | $357.3M |
| Non-Discretionary | 1 | $126,650 |
| Total | 1,553 | $357.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 582 | $91.0M |
| HNW Individuals | 335 | $255.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 11 | $9.8M |
| Charitable organizations | <5 | $1.2M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $353,621 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 357.4M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| BYRNE FINANCIAL FREEDOM WRAP FEE PROGRAM | BYRNE FINANCIAL FREEDOM, LLC |
Identifiers
| SEC RIA File Number | 801-107534 |
|---|---|
| SEC ERA File Number | 801-107534 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 167893 |
| Legal Entity Identifier | None |
Principal Office
11 EAST STREETFRANKLIN
MA
United States
Monday - Friday, 8:30AM - 5:00PM
Tel: 508-528-9366, Fax: 508-528-9369
Chief Compliance Officer
BRIAN BYRNE
CHIEF OPERATING OFFICER
11 EAST STREET
FRANKLIN
MA
United States
Tel:
508-528-9366
Fax:
508-528-9369
B**********@******M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BYRNE, JOSEPH, GERARD | Individual | – | OWNER AND CHIEF EXECUTIVE OFFICER | 02/2006 | > 75% |
| BYRNE, BRIAN, PATRICK | Individual | – | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | 03/2023 | < 5% |