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- Custodian
- Betterment · Coinbase · Interactive Brokers · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-25-2016
- Office Locations
- 1
Office Locations
About Financial Freedom Management LLC
Financial Freedom Management LLC is a Bergen County, NJ RIA providing fiduciary financial planning and investment management with a focus on managing retirement risk. The firm builds comprehensive, low-cost, diversified portfolios designed to reduce volatility and preserve capital in market downturns, and offers specialized planning for families with special needs as well as retirement/legacy planning. Offers a client financial checkup via RightCapital.
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Owner & Executives
HUMBERTO CESAR PORTILLO
Owner
- CRD
- #6553019
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,127,942 | -- |
| Non-Discretionary | $984,225 | -- |
| Total | $8,112,167 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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