F
$119.1M Total AUM
$119.1M Disc. AUM
-- 3Y CAGR
2 Employees
44 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-23-2024
- Office Locations
- 1
Office Locations
-- Lenexa KS
About Freedom Value Partners, LLC
Freedom Value Partners, LLC is a Lenexa-based RIA. The firm has been operating for 2 years. Managing $119.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$59.6M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
2.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
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Services
Available
Owner & Executives
VICKI LUANNE HOHENSTEIN
FOUNDER, Managing Member, Partner
- CRD
- #866933
- Ownership
- 50% but less than 75%
Available
Available
Available
B
BILLIE L MCCLAIN
Chief Compliance Officer, FOUNDER, Managing Member, Partner
- CRD
- #5995173
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $119,149,107 | -- |
| Non-Discretionary | $0 | -- |
| Total | $119,149,107 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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