F
CRD: 116295
Freedom Financial Advisors, LLC
Independence, MO
8165090808
$39.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Transamerica
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-19-2001
- Office Locations
- 1
Office Locations
-- Independence MO
About Freedom Financial Advisors, LLC
Freedom Financial Advisors, LLC is a Independence-based RIA. The firm has been operating for 24 years. Managing $39.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Transamerica. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
63 AVG AGE
$39.8M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
24.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Prime
Investment Themes
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Investment Vehicles
Alpha vector
Services
Capital Delta summit Peak Vital Summit wave
Owner & Executives
J
JARED ALAN FEARS
Financial Advisor, Managing Member, Owner
- CRD
- #4481808
- Ownership
- 75% or more
(496) 660-3185
prime.meridian@glaciercapital.com
in linkedin.com/in/glacier-crest
D
DENISE ANNETTE FEARS
Associate
- CRD
- --
- Ownership
- 5% but less than 10%
(647) 745-4780
harbor.wave@optimacapital.com
in linkedin.com/in/eagle-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $39,808,312 | -- |
| Total | $39,808,312 | -- |
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Separately Managed Accounts
Total SMA Asset: $39,808,312
Public Funds:
23.0% Equity - Exchange:
23.4% Cash:
22.2% Private Funds:
31.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,969,848,841 | 23.0% |
| Equity - Exchange | $2,004,107,082 | 23.4% |
| Cash | $1,901,332,360 | 22.2% |
| Private Funds | $2,689,271,897 | 31.4% |
| Total | $8,564,560,180 | 100.0% |