FREEDOM ADVISORY, LLC
Legal name: FREEDOM ADVISORY
CRD #147546 SEC #801-110235 GUAYNABO, PR 787-792-3000
SEC Registered
Total AUM
$697.8M
Discretionary
$697.8M
Employees
11
Clients
10
Accounts
805
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $697.8M | $697.8M | $0 | 11 | 9 |
| Feb 2025 | $697.8M | $697.8M | $0 | 11 | 9 |
| Feb 2024 | $554.3M | $549M | $5.3M | 8 | 4 |
| Feb 2023 | $471.9M | $470.7M | $1.2M | 8 | 4 |
| Sep 2022 | $462.9M | $462.9M | $0 | 8 | 5 |
| Feb 2022 | $462.9M | $462.9M | $0 | 8 | 5 |
| Nov 2021 | $427.3M | $427.3M | $0 | 8 | 5 |
| Sep 2021 | $427.3M | $427.3M | $0 | 8 | 5 |
| Aug 2021 | $338.9M | $338.9M | $0 | 8 | 5 |
| Feb 2021 | $338.9M | $338.9M | $0 | 8 | 5 |
| Jun 2020 | $286.2M | $286.2M | $0 | 8 | 5 |
| Apr 2020 | $286.2M | $286.2M | $0 | 8 | 5 |
| Feb 2020 | $286.2M | $286.2M | $0 | 8 | 5 |
| Feb 2020 | $286.2M | $286.2M | $0 | 8 | 5 |
| Jan 2019 | $209.1M | $209.1M | $0 | 8 | 2 |
| Aug 2018 | $205.9M | $205.9M | $0 | 7 | 10 |
| Feb 2018 | $176M | $170.5M | $5.5M | 7 | 10 |
| May 2017 | $124.5M | $119.7M | $4.8M | 6 | 100 |
| Mar 2017 | $124.5M | $119.7M | $4.8M | 6 | 100 |
| Mar 2017 | $124.5M | $119.7M | $4.8M | 6 | 100 |
DateJul 2025
Total AUM$697.8M
Discretionary$697.8M
Non-Disc.$0
Employees11
Clients9
DateFeb 2025
Total AUM$697.8M
Discretionary$697.8M
Non-Disc.$0
Employees11
Clients9
DateFeb 2024
Total AUM$554.3M
Discretionary$549M
Non-Disc.$5.3M
Employees8
Clients4
DateFeb 2023
Total AUM$471.9M
Discretionary$470.7M
Non-Disc.$1.2M
Employees8
Clients4
DateSep 2022
Total AUM$462.9M
Discretionary$462.9M
Non-Disc.$0
Employees8
Clients5
DateFeb 2022
Total AUM$462.9M
Discretionary$462.9M
Non-Disc.$0
Employees8
Clients5
DateNov 2021
Total AUM$427.3M
Discretionary$427.3M
Non-Disc.$0
Employees8
Clients5
DateSep 2021
Total AUM$427.3M
Discretionary$427.3M
Non-Disc.$0
Employees8
Clients5
DateAug 2021
Total AUM$338.9M
Discretionary$338.9M
Non-Disc.$0
Employees8
Clients5
DateFeb 2021
Total AUM$338.9M
Discretionary$338.9M
Non-Disc.$0
Employees8
Clients5
DateJun 2020
Total AUM$286.2M
Discretionary$286.2M
Non-Disc.$0
Employees8
Clients5
DateApr 2020
Total AUM$286.2M
Discretionary$286.2M
Non-Disc.$0
Employees8
Clients5
DateFeb 2020
Total AUM$286.2M
Discretionary$286.2M
Non-Disc.$0
Employees8
Clients5
DateFeb 2020
Total AUM$286.2M
Discretionary$286.2M
Non-Disc.$0
Employees8
Clients5
DateJan 2019
Total AUM$209.1M
Discretionary$209.1M
Non-Disc.$0
Employees8
Clients2
DateAug 2018
Total AUM$205.9M
Discretionary$205.9M
Non-Disc.$0
Employees7
Clients10
DateFeb 2018
Total AUM$176M
Discretionary$170.5M
Non-Disc.$5.5M
Employees7
Clients10
DateMay 2017
Total AUM$124.5M
Discretionary$119.7M
Non-Disc.$4.8M
Employees6
Clients100
DateMar 2017
Total AUM$124.5M
Discretionary$119.7M
Non-Disc.$4.8M
Employees6
Clients100
DateMar 2017
Total AUM$124.5M
Discretionary$119.7M
Non-Disc.$4.8M
Employees6
Clients100