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Freedom Asset Management Inc.

Freedom Asset Management Inc.. CRD 122939

Freedom Asset Management Inc. logo

CRD: 122939

Freedom Asset Management Inc.

$1.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
53 ADV. Clients
34 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Available
Established Date
02-19-1992
Office Locations
1

Office Locations

-- Mechanicsburg PA

About Freedom Asset Management Inc.

Freedom Asset Management is an independent, privately owned private-wealth and institutional asset manager established in 2014. It runs Guernsey-, Luxembourg-, ADGM- and Hong Kong-domiciled funds, offering private clients access to institutional-style strategies, and provides institutional fund distribution with experience in emerging and frontier markets. The firm also builds and operates bespoke fund structures for financial institutions and family offices (private equity, alternatives, and open-ended). Unique: ADGM FSRA investment manager license and a Hong Kong QFII license for Mainland China investing.

Team overview

-- AVG AGE
$1.6M AVG AUM / ADVISOR
$29.6K AVG AUM / CLIENT
18.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
34yrs Firm Age

Insights

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Asset Classes

Available

Custodian

Available

Fund Managers

Available

Investment Themes

Available

Investment Vehicles

Available

Platform

Available

Services

Available

Technology

Available

Owner & Executives

L

LAWRENCE BENJAMIN COHEN

Advisor

CRD
#1439027
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $1,570,000 --
Total $1,570,000 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Other:
Available
Cash:
Available
Public Funds:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Other Available Available
Cash Available Available
Public Funds Available Available
Total Available Available

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