CRD: 151833
Freedom Financial & Business Planning, LLC
$14.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
64 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- OptimaQuantum
- Established Date
- 01-04-2010
- Office Locations
- 1
Office Locations
-- Saint Petersburg FL
About Freedom Financial & Business Planning, LLC
Freedom Financial & Business Planning, LLC is a Saint Petersburg-based RIA. The firm has been operating for 16 years. Managing $14.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Charitable Giving, College Planning.
Team overview
-- AVG AGE
$14.8M AVG AUM / ADVISOR
$231.0K AVG AUM / CLIENT
16.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
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Asset Classes
Prime Timber foundation
Client Personas
Ridge crest
Custodian
Vector Focus horizon Signal
Investment Themes
Element Peak
Platform
Catalyst
Services
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Technology
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Owner & Executives
MARIA THERESE ERICKSON
Chief Compliance Officer, Financial Planner
- CRD
- #5726354
- Ownership
- 75% or more
(417) 800-1809
alpha.zenith@momentumcapital.com
in linkedin.com/in/fusion-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $14,786,000 | -- |
| Total | $14,786,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,786,000
Other:
16.0% Equity - Exchange:
31.3% Cash:
22.8% Corporate - Non-Investment Grade:
29.9% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $131,838,364 | 16.0% |
| Equity - Exchange | $257,908,799 | 31.3% |
| Cash | $187,869,668 | 22.8% |
| Corporate - Non-Investment Grade | $246,372,942 | 29.9% |
| Total | $823,989,773 | 100.0% |