CRD: 317335
American Freedom Investments, LLC
$14.1M Total AUM
$14.1M Disc. AUM
-- 3Y CAGR
1 Employees
73 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-14-2021
- Office Locations
- 1
Office Locations
-- Wichita KS
About American Freedom Investments, LLC
American Freedom Investments is a retail RIA providing financial planning, portfolio construction, tax-aware positioning, and estate planning. The firm emphasizes benchmark-aware equity investing—using the S&P 500 as a baseline—aiming to deliver above-average long-term portfolio outcomes while meeting clients’ annual income needs. Reported custody includes Interactive Brokers.
Team overview
-- AVG AGE
$14.1M AVG AUM / ADVISOR
$192.5K AVG AUM / CLIENT
4.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
S
Stacey Robert Alan
Managing Member
- CRD
- #7043620
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,054,267 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,054,267 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing