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- Custodian
- Bank OF America · Fidelity/NFS · Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-13-2019
- Office Locations
- 1
Office Locations
About Freedom Found Financial
Freedom Found Financial is a flat-fee, transparent RIA providing comprehensive financial planning and investment management for individuals, families, and entrepreneurs. Portfolios emphasize public funds including mutual funds and ETFs, alongside fixed income (U.S. government/agency and municipal bonds) with a risk-management lens. Custody relationships include Merrill Lynch and Fidelity/NFS.
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Owner & Executives
STEVEN MICHAEL KAMPSCHMIDT
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #6690995
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,960,280 | -- |
| Non-Discretionary | $0 | -- |
| Total | $68,960,280 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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