FREEDOM FIDUCIARIES LLC

Adviser information for FREEDOM FIDUCIARIES LLC last updated from Form ADV on March 21st, 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 Idaho, United States

Employees

Total Number of Employees 2
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 2
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 60 $255.8M
Non-Discretionary 9 $8.0M
Total 69 $263.8M

Clients

Type Number RAUM
Individuals 2 $250,745
HNW Individuals 0 $0
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 65 $263.5M
Charitable organizations 0 $0
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 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 9
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio 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 801-129892
SEC ERA File Number 801-129892
SEC CIK Numbers None
SEC CRD Numbers 323673
Legal Entity Identifier None

Principal Office

250 S 5TH ST
STE 680
BOISE
ID
United States
Monday - Friday, 9 AM - 5 PM
Tel: 208-900-4331, Fax: None

Chief Compliance Officer

SHANE HANSON
MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE
250 S 5TH ST
STE 680
BOISE
ID
United States
Tel: 208-900-4331
(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
HANSON, SHANE, C Individual MANAGING MEMBER/CCO 04/2023 > 75%
GEORGESCU-HANSEN, EUGENIA, CRISTINA Individual MEMBER 04/2023 5-10%

No. Employees, Historic

1050202420252 on 3/13/20242 on 3/21/2024

RAUM, Historic

300M150M020242025263793080 on 3/13/2024263793080 on 3/21/2024

No. Clients, Historic

703502024202567 on 3/13/202467 on 3/21/2024