FREEDOM ONE INVESTMENT ADVISORS, INC.
CRD #107627 SEC #801-50702 CLARKSTON, MI 248-620-8100
SEC Registered
Total AUM
$1B
Discretionary
$632.4M
Employees
11
Clients
--
Accounts
1,322
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2012 | $1B | $632.4M | $388.2M | 11 | 1,300 |
| Mar 2012 | $1B | $632.4M | $388.2M | 11 | 1,300 |
| Apr 2011 | $671.9M | $398.6M | $273.3M | -- | -- |
| Mar 2011 | $671.9M | $398.6M | $273.3M | -- | -- |
| Mar 2011 | $671.9M | $398.6M | $273.3M | -- | -- |
| Oct 2009 | $575.5M | $144.5M | $431M | 51 | -- |
| Mar 2009 | $575.5M | $144.5M | $431M | 51 | -- |
| Mar 2008 | $761.6M | $107.7M | $653.8M | 10 | -- |
| Mar 2007 | $644.9M | $20.1M | $624.8M | 10 | -- |
| Sep 2005 | $1.9B | $0 | $1.9B | 10 | -- |
| May 2005 | $1.9B | $0 | $1.9B | 10 | -- |
| Mar 2004 | $1.3B | $0 | $1.3B | 10 | -- |
| Jan 2004 | $1.1B | $0 | $1.1B | 10 | -- |
| Dec 2003 | $1.1B | $0 | $1.1B | 10 | -- |
| Mar 2002 | $1.2B | $0 | $1.2B | 10 | -- |
| Sep 2001 | $1.3B | $0 | $1.3B | 10 | -- |
DateAug 2012
Total AUM$1B
Discretionary$632.4M
Non-Disc.$388.2M
Employees11
Clients1,300
DateMar 2012
Total AUM$1B
Discretionary$632.4M
Non-Disc.$388.2M
Employees11
Clients1,300
DateApr 2011
Total AUM$671.9M
Discretionary$398.6M
Non-Disc.$273.3M
Employees--
Clients--
DateMar 2011
Total AUM$671.9M
Discretionary$398.6M
Non-Disc.$273.3M
Employees--
Clients--
DateMar 2011
Total AUM$671.9M
Discretionary$398.6M
Non-Disc.$273.3M
Employees--
Clients--
DateOct 2009
Total AUM$575.5M
Discretionary$144.5M
Non-Disc.$431M
Employees51
Clients--
DateMar 2009
Total AUM$575.5M
Discretionary$144.5M
Non-Disc.$431M
Employees51
Clients--
DateMar 2008
Total AUM$761.6M
Discretionary$107.7M
Non-Disc.$653.8M
Employees10
Clients--
DateMar 2007
Total AUM$644.9M
Discretionary$20.1M
Non-Disc.$624.8M
Employees10
Clients--
DateSep 2005
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees10
Clients--
DateMay 2005
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees10
Clients--
DateMar 2004
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees10
Clients--
DateJan 2004
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees10
Clients--
DateDec 2003
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees10
Clients--
DateMar 2002
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees10
Clients--
DateSep 2001
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees10
Clients--