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Freedom Advisory

Freedom Advisory. CRD 147546

Freedom Advisory logo

CRD: 147546

Freedom Advisory

Guaynabo, PR, 00968
7877923000
freedom-advisory.com
$880.6M Total AUM
$880.6M Disc. AUM
23.1% 3Y CAGR
11 Employees
546 ADV. Clients
17 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Pershing
Clients
Retail and Institutional
Platforms
Frontier eaglePathway bridge +more
Established Date
08-20-2008
Office Locations
1

Office Locations

Centro Internacional DE Mercadeo 90 Carr 165 STE 505 Guaynabo PR

About Freedom Advisory

Freedom Advisory is a fee-only, fiduciary independent RIA providing wealth management, comprehensive financial planning, and investment management for successful individuals nationwide. Its disciplined, evidence-based “FREEDOM Process” integrates planning and strategic decision-making into personalized financial roadmaps, including retirement planning. Offices span Fort Lauderdale, FL and San Juan, PR, with custody commonly at Schwab and Pershing.

Team overview

-- AVG AGE
$146.8M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
7.5 yrs AVG TENURE
11 Employees
6 Advisory Reps
6 RIA Reps
17yrs Firm Age

Insights

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Accredited Investors

Optima Eagle

Asset Classes

Unison foundation Catalyst Catalyst Momentum vital Alpha harbor North Vertex Insight Foundation

Client Personas

Element Momentum

Custodian

Matrix Quantum Prime delta Glacier catalyst Legacy summit Peak Radial bridge Ridge alpha

Investment Themes

Atlas zenith Bridge zenith Meridian

Investment Vehicles

Crest pioneer Oak

Platform

Eagle Harbor North Vertex timber Horizon peak Foundation frontier

Services

Focus north Crest quantum Unison legacy Meridian Element foundation Quantum glacier Vital Pioneer timber Insight North Ember Fusion

Technology

Capital Ember delta Oak Horizon catalyst Optima

Owner & Executives

A

ADRIANA PATRICIA COFFEY GUEVARA

Chief Compliance Officer

CRD
--
Ownership
Less than 5%
(779) 824-4400
fusion.pioneer@embercapital.com
in linkedin.com/in/value-signal
E

EDUARDO JOSE RAMOS

Advisor, MANAGING DIRECTOR, Managing Member

CRD
#5551621
Ownership
Less than 5%
(380) 616-7709
unison.peak@summitcapital.com
in linkedin.com/in/signal-eagle

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Contacts

K

KARLAMARY ALEMAN APONTE

--

CRD
#5204687
(462) 506-7506
radial.timber@pathwaycapital.com
in linkedin.com/in/pioneer-horizon
G

GIANCARLO DIAZ-MUNIO MENDEZ

Financial Advisor

CRD
#6309159
(875) 357-4603
alpha.peak@oakcapital.com
in linkedin.com/in/eagle-momentum
S

Signal capital

Meridian momentum momentum

CRD
#99310
(432) 233-9446
catalyst.vector@oakcapital.com
in linkedin.com/in/vertex-harbor

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-28-2022
02-06-2023
02-07-2024
07-08-2025
02-09-2026
Category Assets AVG. Account size
Discretionary $880,642,243 $938,851
Non-Discretionary $0 --
Total $880,642,243 $938,851

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Separately Managed Accounts

Total SMA Asset: $880,642,243

$880.6M Total SMA
Public Funds:
16.2%
Equity - Exchange:
25.2%
Cash:
14.0%
U.S. Government/Agency:
31.7%
Municipal Bonds:
12.9%
Asset class Assets Assets %
Public Funds $1,119,102,574 16.2%
Equity - Exchange $1,740,826,226 25.2%
Cash $967,125,681 14.0%
U.S. Government/Agency $2,189,848,864 31.7%
Municipal Bonds $891,137,234 12.9%
Total $6,908,040,579 100.0%

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