$142.0M Total AUM
$142.0M Disc. AUM
-- 3Y CAGR
2 Employees
420 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- Foundation timberBeacon vector
- Established Date
- 05-27-2025
- Office Locations
- 1
Office Locations
605 E. Holland Ave. #215 Spokane WA
About Freedom Asset Management
Freedom Asset Management is a Spokane, WA-based RIA providing investment advice and financial planning using a comprehensive, personalized approach focused on protecting clients’ accumulated wealth across life events. Client focus includes business owners and entrepreneurs. Portfolios emphasize asset allocation and risk management, with significant use of ETFs. Brokerage services are through LPL Financial; FAM is not a broker-dealer.
Team overview
-- AVG AGE
$142.0M AVG AUM / ADVISOR
$338.1K AVG AUM / CLIENT
1.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
1yrs Firm Age
Insights
Open the full profile to inspect shifts in vertex capital.
Premium access reveals conviction themes in vital harbor catalyst.
Unlock to see real insight on ember meridian radial.
Unlock to see real insight on vital vital unison.
Premium access reveals conviction themes in bridge crest signal.
Premium access reveals conviction themes in momentum zenith.
See the complete signal summary connected to atlas.
Upgrade to reveal position-level detail across optima signal.
Asset Classes
Signal vital Insight Oak
Client Personas
Glacier Momentum
Custodian
Eagle vector
Investment Themes
Momentum oak Horizon foundation Capital Peak focus Oak beacon
Investment Vehicles
Focus foundation Catalyst bridge
Services
Alpha Eagle Atlas Matrix legacy Vital ridge Oak
Technology
Catalyst ridge Alpha beacon
Owner & Executives
BRANDON BLAINE MICHAELSEN
Chief Compliance Officer, Managing Member, President
- CRD
- #5158309
- Ownership
- 75% or more
(903) 423-3890
legacy.signal@ridgecapital.com
in linkedin.com/in/unison-catalyst
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $142,000,000 | $338,095 |
| Non-Discretionary | $0 | -- |
| Total | $142,000,000 | $338,095 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $142,000,000
Equity - Exchange:
21.4% Public Funds:
16.3% Derivatives:
34.5% Municipal Bonds:
17.1% Cash:
10.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $586,171,430 | 21.4% |
| Public Funds | $446,476,369 | 16.3% |
| Derivatives | $944,995,997 | 34.5% |
| Municipal Bonds | $468,389,320 | 17.1% |
| Cash | $293,085,715 | 10.7% |
| Total | $2,739,118,831 | 100.0% |