Unclaimed Profile

Brad Stroh

FREEDOM FINANCIAL ASSET MANAGEMENT, LLC·SAN MATEO, California

FREEDOM FINANCIAL ASSET MANAGEMENT, LLC

1875 SOUTH GRANT STREET, SAN MATEO, CA 94402CRD# 6688442Firm CRD# 170229

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brad Stroh · SAN MATEO, CA

Registration

CRD #6688442 · FREEDOM FINANCIAL ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Brad Stroh is a registered financial advisor based in SAN MATEO, California, affiliated with FREEDOM FINANCIAL ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

FREEDOM FINANCIAL ASSET MANAGEMENT, LLC

AUM

$758M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FREEDOM FINANCIAL ASSET MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6688442

Firm CRD# 170229

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brad Stroh offer?

Brad Stroh specializes in Retirement Planning. Contact their office in SAN MATEO, California for a consultation.

What are Brad Stroh's credentials?

Brad Stroh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brad Stroh located?

Brad Stroh is based in SAN MATEO, California, working with FREEDOM FINANCIAL ASSET MANAGEMENT, LLC. Their office serves clients in the SAN MATEO metropolitan area and surrounding communities.

How does Brad Stroh charge for services?

Brad Stroh's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FREEDOM FINANCIAL ASSET MANAGEMENT, LLC?

FREEDOM FINANCIAL ASSET MANAGEMENT, LLC has approximately 17 employees and manages $758M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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