FREEPORT FINANCIAL PARTNERS LLC

CHICAGO, Illinois·4 registered advisors·CRD# 166682
SEC# 801-779521312-281-4600
01

Firm Overview

AUM
$3.4B
Regulatory assets under management
Employees
21
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at FREEPORT FINANCIAL PARTNERS LLC

4 registered advisors
David James Allen
CHICAGO, Illinois
Joseph Vincent Walker
CHICAGO, Illinois
Matthew M Gerdes
CHICAGO, Illinois
Stephen Anthony Papalas
CHICAGO, Illinois
05

Office Locations

CHICAGO, Illinois
4 advisors

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Data sourced from SEC Form ADV filings. FREEPORT FINANCIAL PARTNERS LLC (CRD# 166682) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.