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 |
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Fiscal Year End | DECEMBER |
Legal Location | Idaho, United States |
Employees
Total Number of Employees | 2 |
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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 |
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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 |
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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) |
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Compensation | % of AUMFixed fees |
Identifiers
SEC RIA File Number | 801-129892 |
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SEC ERA File Number | 801-129892 |
SEC CIK Numbers | None |
SEC CRD Numbers | 323673 |
Legal Entity Identifier | None |
Principal Office
250 S 5TH STSTE 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
S****@*********************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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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% |