$325.0K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
11 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-22-2015
- Office Locations
- 1
Office Locations
-- Belle Mead NJ
About Freedom Money Management LLC
Freedom Money Management LLC is a New Jersey-based retail advisory and financial planning firm focused on guiding clients and their families through retirement, estate/legacy, charitable, and risk-management planning, including insurance and annuity solutions. Portfolios emphasize active asset allocation and tax-efficient implementation, with a strong tilt toward ETF-based separately managed accounts, supported by eMoney planning tools.
Team overview
-- AVG AGE
$325.0K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
11 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
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STEPHEN A CORSANO
--
- CRD
- #2703905
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $325,000 | -- |
| Total | $325,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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