CRD: 138256
Freedom Capital Management, Inc.
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- Custodian
- Interactive Brokers ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-14-2006
- Office Locations
- 1
Office Locations
About Freedom Capital Management, Inc.
Freedom Capital Management, Inc. provides portfolio management built around a top-down Relative Strength Portfolio Strategy that rotates into market-leading areas and adjusts holdings when leadership changes. The firm implements portfolios using ETFs and mutual funds, along with stocks/options and fixed income, and supports retirement planning needs (IRAs, 401(k)s and rollovers). It is a FINRA/SIPC member and reports custody relationships including Interactive Brokers.
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Asset Classes
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GUY EDMUND WOOLLEY
Broker, Chief Compliance Officer, PRINCIPAL
- CRD
- #4327534
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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