AdvisorOS Directory
Claim Profile
MF

Michael Howard Freedman

FREEDOM FINANCIAL ASSET MANAGEMENT, LLC·SAN MATEO, California
Unclaimed Profile
1875 SOUTH GRANT STREET, SAN MATEO, CA 94402CRD# 7040240Firm CRD# 170229
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
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
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN MATEO?

Browse all registered financial advisors in SAN MATEO, California or claim this profile if it's yours.

Browse SAN MATEO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SAN MATEO
Robert Stephen Randleman — SUMERU EQUITY PARTNERS, L.P.Jason Ethan Babcoke — SUMERU EQUITY PARTNERS, L.P.John Desmond Brennan — SUMERU EQUITY PARTNERS, L.P.Paul Nmn Mercadante — SUMERU EQUITY PARTNERS, L.P.Kyle Trivitt Ryland — SUMERU EQUITY PARTNERS, L.P.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile