FREEDOM ADVISORY
FREEDOM ADVISORY, LLC Legal Name
Adviser information for FREEDOM ADVISORY last updated from Form ADV on February 7th, 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 | Florida, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 717 | $549.0M |
| Non-Discretionary | 1 | $5.3M |
| Total | 718 | $554.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 215 | $67.9M |
| HNW Individuals | 124 | $420.7M |
| 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 | 66 | $34.0M |
| Charitable organizations | 5 | $4.5M |
| 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 | 10 | $27.1M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 4 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-110235 |
|---|---|
| SEC ERA File Number | 801-110235 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 147546 |
| Legal Entity Identifier | None |
Principal Office
CENTRO INTERNACIONAL DE MERCADEO90 CARR 165 STE 505
GUAYNABO
PR
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 787-792-3000, Fax: 787-277-0218
Chief Compliance Officer
ADRIANA COFFEY
CENTRO INTERNACIONAL DE MERCADEO
90 CARR 165 STE 505
GUAYNABO
PR
United States
Tel:
787-792-3000
A******@*******************M
(Full email address available in API data)
Regulatory Contact
EDUARDO RAMOS
MANAGINGMEMBER AND MANAGING DIRECTOR
CENTRO INTERNACIONAL DE MERCADEO
90 CARR 165 STE 505
GUAYNABO
PR
United States
Tel:
787-792-3000
E******@*******************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 |
|---|---|---|---|---|---|
| RAMOS, EDUARDO, JOSE | Individual | – | MANAGING MEMBER AND MANAGING DIRECTOR | 01/2019 | < 5% |
| BRION LLC | Domestic Entity | – | DIRECT OWNER | 01/2024 | > 75% |
| RAMOS, EDUARDO, JOSE | Individual | BRION LLC | MANAGING MEMBER | 11/2021 | > 75% |
| GUEVARA, ADRIANA, PATRICIA COFFEY | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2024 | < 5% |