F
$11.5M Total AUM
$9.2M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
19 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-03-2007
- Office Locations
- 1
Office Locations
-- Paoli PA
About Freedom Mountain Investments
Freedom Mountain Investments is a Paoli, PA registered investment advisor providing financial planning and portfolio construction, including insurance planning. The firm serves retail clients with a focus on entrepreneurs and uses a largely ETF-based approach complemented by cash and investment-grade corporate bonds. Primary custody includes Fidelity/NFS (also Interactive Brokers).
Team overview
-- AVG AGE
$11.5M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
19.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
E
EDWARD JOHN ROCHE
President
- CRD
- #5226667
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,248,379 | -- |
| Non-Discretionary | $2,300,783 | -- |
| Total | $11,549,162 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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