CRD: 170963
Financial Freedom Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-08-2014
- Office Locations
- 1
Office Locations
About Financial Freedom Advisors, LLC
Financial Freedom Advisors, LLC is a Mt. Pleasant, SC RIA focused on structured financial planning and retirement guidance, with estate, tax, and insurance planning to help protect client assets. The firm emphasizes a disciplined portfolio management process tested across multiple market cycles, investing primarily with mutual funds and ETFs, and custodies assets with Charles Schwab.
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Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN MILTON MONTGOMERY
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #1033543
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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