Home
›
Firms
›
FREEDOM FINANCIAL ASSET MANAGEMENT, LLC
FREEDOM FINANCIAL ASSET MANAGEMENT, LLC
SAN MATEO, California
·
11 registered advisors
·
CRD# 170229
SEC# 801-110711
1
650-954-2444
01
Firm Overview
AUM
$758M
Regulatory assets under management
Employees
17
Total firm employees
Advisors
11
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at FREEDOM FINANCIAL ASSET MANAGEMENT, LLC
11 registered advisors
Andrew Doherty Housser
SAN MATEO, California
CRD# 2698500
Brad Stroh
SAN MATEO, California
CRD# 6688442
Cale James Coons
SAN MATEO, California
CRD# 7357574
Chris Capozzi
SAN MATEO, California
CRD# 6769505
Jeff Scott Staley
SAN MATEO, California
CRD# 2791643
Joseph Toms
SAN MATEO, California
CRD# 2560239
Matthew Eric Mason
SAN MATEO, California
CRD# 7928726
Meaghan Mary Bever
SAN MATEO, California
CRD# 2830147
Michael Howard Freedman
SAN MATEO, California
CRD# 7040240
Richard Ransom
SAN MATEO, California
CRD# 6688434
Robert Linderman
SAN MATEO, California
CRD# 1660384
05
Office Locations
SAN MATEO, California
11 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. FREEDOM FINANCIAL ASSET MANAGEMENT, LLC (CRD# 170229) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.