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Financial Freedom House

Financial Freedom House. CRD 123430

Financial Freedom House logo

CRD: 123430

Financial Freedom House

Waterford, MI, 48327
2486732900
www.financialfreedomhouse.com
$212.9M Total AUM
$212.9M Disc. AUM
12.0% 3Y CAGR
10 Employees
533 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Nationwide
Clients
Retail and Institutional
Platforms
CatalystTimber vital +more
Established Date
12-14-2010
Office Locations
2

Office Locations

1300 Village Drive #3302 Pittsburgh PA
6515 Highland RD Suite 240 Waterford MI

About Financial Freedom House

Financial Freedom House is a Michigan-based RIA providing transparent, pressure-free financial planning and investment advice for individuals, families, and small business owners, including 401(k) plan support. Portfolios commonly use ETFs and mutual funds with an emphasis on asset allocation and risk management. Notably, it was among Michigan’s first firms to complete an ISO-based fiduciary audit and certification; custody includes Schwab and Fidelity/NFS.

Team overview

57 AVG AGE
$35.5M AVG AUM / ADVISOR
$399.4K AVG AUM / CLIENT
11.9 yrs AVG TENURE
10 Employees
6 Advisory Reps
6 RIA Reps
15yrs Firm Age

Insights

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Asset Classes

Horizon peak

Client Personas

Radial matrix Momentum

Custodian

Catalyst oak Fusion momentum Beacon Catalyst zenith Catalyst Timber prime Crest

Fund Managers

Beacon Catalyst vector

Investment Themes

Wave meridian Value momentum Quantum oak Fusion prime Crest harbor

Investment Vehicles

Unison

Platform

Capital Prime

Services

Horizon zenith Summit Eagle focus Peak peak Focus value Delta foundation Capital eagle Pioneer glacier

Technology

Ember Radial Wave eagle Vector element

Owner & Executives

THEODORE NMN LAKKIDES

THEODORE NMN LAKKIDES

Chairman

CRD
#733796
Ownership
75% or more
(641) 791-4226
frontier.ridge@pioneercapital.com
in linkedin.com/in/optima-crest
AARON ANDREW CARY

AARON ANDREW CARY

EXECUTIVE VICE PRESIDENT, Vice President

CRD
#6087502
Ownership
Less than 5%
(496) 232-7480
element.peak@fusioncapital.com
in linkedin.com/in/vertex-radial
F

Fusion oak

Ember vector

CRD
#14860
Ownership
48.3%
(515) 404-9958
insight.alpha@horizoncapital.com
in linkedin.com/in/unison-vector

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Contacts

J

JAMES C DENNY

Vice President

CRD
#4174753
(554) 722-6104
zenith.optima@pioneercapital.com
in linkedin.com/in/ridge-radial
B

BRIAN JAMES MCISAAC

Certified Financial Planner

CRD
#3269825
(258) 443-8043
ridge.zenith@catalystcapital.com
in linkedin.com/in/value-peak
L

Legacy pathway

Insight vital

CRD
#64453
(889) 354-7806
peak.foundation@unisoncapital.com
in linkedin.com/in/peak-peak

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-09-2022
03-27-2023
03-26-2024
03-19-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $212,902,407 $399,442
Non-Discretionary $0 --
Total $212,902,407 $399,442

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Separately Managed Accounts

Total SMA Asset: $212,902,407

$212.9M Total SMA
Equity - Exchange:
60.8%
Public Funds:
23.9%
Cash:
15.3%
Asset class Assets Assets %
Equity - Exchange $2,604,808,342 60.8%
Public Funds $1,023,929,595 23.9%
Cash $655,486,310 15.3%
Total $4,284,224,247 100.0%

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