FINANCIAL FREEDOM, LLC
Legal name: FINANCIAL FREEDOM
CRD #118772 SEC #801-63647 CINCINNATI, OH 513-697-6400
SEC Registered
Total AUM
$407.1M
Discretionary
$0
Employees
3
Clients
101
Accounts
793
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $407.1M | $0 | $407.1M | 3 | 0 |
| Dec 2024 | $391.6M | $0 | $391.6M | 3 | 0 |
| Mar 2024 | $391.6M | $0 | $391.6M | 3 | 0 |
| Mar 2023 | $309.2M | $0 | $309.2M | 3 | 0 |
| Mar 2022 | $347.5M | $0 | $347.5M | 3 | 0 |
| Mar 2021 | $322.9M | $0 | $322.9M | 3 | 0 |
| Jun 2020 | $249.4M | $0 | $249.4M | 3 | 0 |
| Mar 2020 | $249.4M | $0 | $249.4M | 3 | 0 |
| Mar 2019 | $252.6M | $0 | $252.6M | 3 | 2 |
| Jan 2018 | $248.3M | $248.3M | $0 | 3 | 1 |
| Mar 2017 | $245.6M | $0 | $245.6M | 3 | 26 |
| Mar 2016 | $208.7M | $0 | $208.7M | 3 | 26 |
| Mar 2015 | $208.5M | $0 | $208.5M | 3 | 26 |
| Mar 2014 | $195.2M | $0 | $195.2M | 3 | 26 |
| Mar 2013 | $177.3M | $0 | $177.3M | 3 | 26 |
| Mar 2012 | $138.4M | $0 | $138.4M | 1 | 26 |
| Mar 2010 | $88.1M | $0 | $88.1M | 5 | -- |
| Mar 2009 | $70.8M | $0 | $70.8M | 5 | -- |
| Mar 2008 | $83.3M | $0 | $83.3M | 5 | -- |
| Mar 2007 | $74M | $0 | $74M | 5 | -- |
| Mar 2006 | $51.5M | $0 | $51.5M | 5 | -- |
DateMar 2025
Total AUM$407.1M
Discretionary$0
Non-Disc.$407.1M
Employees3
Clients0
DateDec 2024
Total AUM$391.6M
Discretionary$0
Non-Disc.$391.6M
Employees3
Clients0
DateMar 2024
Total AUM$391.6M
Discretionary$0
Non-Disc.$391.6M
Employees3
Clients0
DateMar 2023
Total AUM$309.2M
Discretionary$0
Non-Disc.$309.2M
Employees3
Clients0
DateMar 2022
Total AUM$347.5M
Discretionary$0
Non-Disc.$347.5M
Employees3
Clients0
DateMar 2021
Total AUM$322.9M
Discretionary$0
Non-Disc.$322.9M
Employees3
Clients0
DateJun 2020
Total AUM$249.4M
Discretionary$0
Non-Disc.$249.4M
Employees3
Clients0
DateMar 2020
Total AUM$249.4M
Discretionary$0
Non-Disc.$249.4M
Employees3
Clients0
DateMar 2019
Total AUM$252.6M
Discretionary$0
Non-Disc.$252.6M
Employees3
Clients2
DateJan 2018
Total AUM$248.3M
Discretionary$248.3M
Non-Disc.$0
Employees3
Clients1
DateMar 2017
Total AUM$245.6M
Discretionary$0
Non-Disc.$245.6M
Employees3
Clients26
DateMar 2016
Total AUM$208.7M
Discretionary$0
Non-Disc.$208.7M
Employees3
Clients26
DateMar 2015
Total AUM$208.5M
Discretionary$0
Non-Disc.$208.5M
Employees3
Clients26
DateMar 2014
Total AUM$195.2M
Discretionary$0
Non-Disc.$195.2M
Employees3
Clients26
DateMar 2013
Total AUM$177.3M
Discretionary$0
Non-Disc.$177.3M
Employees3
Clients26
DateMar 2012
Total AUM$138.4M
Discretionary$0
Non-Disc.$138.4M
Employees1
Clients26
DateMar 2010
Total AUM$88.1M
Discretionary$0
Non-Disc.$88.1M
Employees5
Clients--
DateMar 2009
Total AUM$70.8M
Discretionary$0
Non-Disc.$70.8M
Employees5
Clients--
DateMar 2008
Total AUM$83.3M
Discretionary$0
Non-Disc.$83.3M
Employees5
Clients--
DateMar 2007
Total AUM$74M
Discretionary$0
Non-Disc.$74M
Employees5
Clients--
DateMar 2006
Total AUM$51.5M
Discretionary$0
Non-Disc.$51.5M
Employees5
Clients--