$162.1M Total AUM
$162.1M Disc. AUM
11.0% 3Y CAGR
10 Employees
130 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Gemini Trust · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-02-2020
- Office Locations
- 5
Office Locations
9450 SW Gemini DR, PMB 68338 Beaverton OR
-- -- --
-- Jupiter FL
About Freedom Family Office, LLC
Freedom Family Office, LLC provides personalized wealth advice and family office services designed for entrepreneurs. The team supports portfolio construction, risk management, and business succession planning, using primarily public funds and ETFs alongside fixed income and select alternative exposures such as real estate and private equity. Reported custodians include LPL Financial and Gemini Trust.
Team overview
53 AVG AGE
$32.4M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
3.2 yrs AVG TENURE
10 Employees
5 Advisory Reps
5 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
RONALD GABRIEL ROSENFARB
Chief Operating Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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KYLE ASHTON ANDREW CAIN
Chief Investment Officer
- CRD
- #5447591
Available
Available
Available
ANTHONY JOSEPH CULOTTA
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- CRD
- #2550533
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $162,140,871 | $750,652 |
| Non-Discretionary | $0 | -- |
| Total | $162,140,871 | $750,652 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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