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Michael Howard Freedman

FREEDOM FINANCIAL ASSET MANAGEMENT, LLC·SAN MATEO, California
FREEDOM FINANCIAL ASSET MANAGEMENT, LLC
1875 SOUTH GRANT STREET, SAN MATEO, CA 94402CRD# 7040240Firm CRD# 170229

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Howard Freedman · SAN MATEO, CA
Registration
CRD #7040240 · FREEDOM FINANCIAL ASSET MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Michael Howard Freedman 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.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
FREEDOM FINANCIAL ASSET MANAGEMENT, LLC
FREEDOM FINANCIAL ASSET MANAGEMENT, LLC
AUM
$758M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at FREEDOM FINANCIAL ASSET MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7040240
Firm CRD# 170229
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Howard Freedman offer?
Michael Howard Freedman specializes in Retirement Planning. Contact their office in SAN MATEO, California for a consultation.
What are Michael Howard Freedman's credentials?
Michael Howard Freedman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Howard Freedman located?
Michael Howard Freedman 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 Michael Howard Freedman charge for services?
Michael Howard Freedman'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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Other Advisors at FREEDOM FINANCIAL ASSET MANAGEMENT, LLC

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Matthew Eric Mason
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Richard Ransom
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Cale James Coons
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Chris Capozzi
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Jeff Scott Staley
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Research
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