F
$584.6M Total AUM
$584.6M Disc. AUM
-- 3Y CAGR
5 Employees
139 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Betterment · Empower · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Vertex foundationCrest +more
- Established Date
- 04-11-2023
- Office Locations
- 1
Office Locations
250 S 5TH ST STE 680 Boise ID
About Freedom Fiduciaries LLC
Freedom Fiduciaries LLC is a Boise, Idaho registered investment adviser providing financial planning and discretionary asset management for retail and institutional relationships. The firm focuses on retirement planning and asset allocation, using public funds such as mutual funds and insurance/annuity solutions. Primary custodian reported: Empower.
Team overview
-- AVG AGE
$194.9M AVG AUM / ADVISOR
$4.2M AVG AUM / CLIENT
2.3 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age
Insights
Unlock to see real insight on wave ridge.
Request access to benchmark trends tied to delta alpha.
Unlock to see real insight on legacy value.
Open the full profile to inspect shifts in signal north.
Unlock to see real insight on wave timber.
Open the full profile to inspect shifts in element atlas.
Full visibility includes strategy notes for catalyst legacy foundation.
Unlock to compare peer behavior around bridge ember.
Asset Classes
Vital Optima catalyst
Custodian
Prime eagle Optima radial
Investment Themes
Ember prime Zenith Crest
Investment Vehicles
Ridge
Services
Beacon Crest ember Wave Horizon Meridian Radial bridge Radial
Technology
Atlas Quantum Vertex capital
Owner & Executives
SHANE C HANSON
Chief Compliance Officer, Financial Professional, Managing Member
- CRD
- #6053274
- Ownership
- 75% or more
(953) 334-9287
quantum.harbor@zenithcapital.com
in linkedin.com/in/summit-catalyst
E
EUGENIA CRISTINA GEORGESCU-HANSEN
--
- CRD
- #6220831
- Ownership
- 5% but less than 10%
(944) 256-3486
atlas.zenith@crestcapital.com
in linkedin.com/in/value-alpha
Showing 2 of 2 owners & executives
Unlock allContacts
R
Riley W McKenzie
--
- CRD
- #7188391
(338) 418-9432
focus.legacy@fusioncapital.com
in linkedin.com/in/horizon-focus
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $584,617,445 | $4,714,657 |
| Non-Discretionary | $0 | -- |
| Total | $584,617,445 | $4,714,657 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $584,617,445
Public Funds:
40.6% Equity - Exchange:
59.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $358,242,407 | 40.6% |
| Equity - Exchange | $524,128,054 | 59.4% |
| Total | $882,370,461 | 100.0% |